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general:add_approval_workflow

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general:add_approval_workflow [2018/08/29 19:55] – emorenogeneral:add_approval_workflow [2022/06/17 16:40] (current) – emoreno
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-<div head3>Establish the Approval Path </div>+=====Establish the approval path=====
  
 +[[https://help.ascendertx.com/districtadmin/doku.php/workflow/approvalpath|District Administration > Workflow > Approval Path]]
  
-[[https://tcc-help.net/txeis/districtadmin/doku.php/workflow/approvalpath|District Administration > Workflow > Approval Path]]+Create and maintain the sequence or hierarchy of approvers for the approval process. The order in which approvers are listed indicates the approval sequence. You can add to or edit the approval path as needed as long as the approver does not have requisitions pending their approval. If a change is made to the approval path, the change applies to all requisitions that have yet to reach that specific approver.
  
-Create and maintain the sequence or hierarchy of the approvers for the approval process. The order in which the approvers are listed indicates the approval sequence. You can add to or edit the approval path as needed. If a change is made to the approval path, the change applies to all requisitions that have yet to reach that specific approver.+For the approval process, approvers **must** exist in Security Administration with an assigned employee number and have a current year payroll record.
  
-For the approval process, approvers must exist in Security Administration with an assigned employee number and have a current year payroll record.+<WRAP Box> 
 +**Notes**:  
 +  * Any changes made to the approval path are immediate and automatically update (move) existing requisitions. If there are existing requisitions and you are adding a new user, first create the new user’s approval rules so that any pending items are properly moved when the user is added to the workflow. 
 +  * The Purchasing **Cutoff Date** field on the [[https://help.ascendertx.com/districtadmin/doku.php/options/purchasingoptions/currentyear|District Administration > Options > Purchasing Options]] page can be used to temporarily restrict users from adding requisitions while the approval path is edited. Be sure to clear the date from the field after the approval path changes are completed.  
 +</WRAP> 
 + 
 +{{:general:managepurchasingapprovalworkflows_approvalpath.jpg|District Administration Workflow Approval Path}}
  
 ^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the Purchasing Requisition workflow.| ^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select the Purchasing Requisition workflow.|
  
-Click **Retrieve Workflow**. The selected workflow type data is displayed. If an approval path exists, the list of approvers is displayed and you can make changes as needed. +VCV Click **Retrieve Workflow**. The selected workflow type data is displayed. If an approval path exists, the list of approvers is displayed and you can make changes as needed. 
  
-Click **+Add** to add an approver to the Approval Path.+The [[general:approver_dragdropfeature|drag-and-drop feature]] is available allowing you to change the order of the approval path. 
  
-The drag-and-drop feature is available allowing you to change the order of the approval path. +^Reminder Days|Type the number of days after which no action has been taken on an item, and a reminder email message should be sent to the originator and approver.\\  \\  By default, this field is set to zero indicating that no reminders will be sent.\\  \\  If this field is set to a value greater than zero, the approver has that number of days to take action on the requisition before a reminder email message is sent.\\  \\  After the initial reminder email message is sent, email messages are sent on a daily basis until action is taken.\\  \\   The number of reminder days also applies to first approvers. If all approvers in the approval path are removed, the field is reset to zero.|
  
-^Reminder Days|Type the number of days after which no action has been taken on an item, and a reminder email should be forwarded to the originator and approver.\\  \\  By default, this field is set to zero indicating that no reminders will be sent.\\  \\  If this field is set to a value greater than zero, the approver has that number of days to respond to the approval before a reminder email message is forwarded.\\  \\  After the initial reminder email message is sent, email messages are sent daily basis until action is taken.\\  \\   The number of reminder days also applies to first approvers. If all approvers in the approval path are removed, the field is reset to zero.| +VCV Click **+Add** to add an approver to the approval path or click {{:images:smallpicklist.gif|Ellipsis Icon}} to edit an approver. The [[general:approver_directory|Approver Directory]] is displayed.  
- +
-Click **+Add** to add an approver or click {{:images:smallpicklist.gif|Ellipsis Icon}} to edit the approver. The [[general:approver_directory|Approver Directory]] is displayed.  +
  
 ^Employee Name|The name of the selected employee ID is displayed.| ^Employee Name|The name of the selected employee ID is displayed.|
-^Print Name|Select to print the signature of the approver on the request or purchase order.|+^Print Name|Select to print the approver's signature on the request or purchase order.| 
 + 
 +VCV Click **Save**. Depending on the change, the appropriate application message is displayed indicating the action. 
  
-Click **Save**. Depending on the change, the appropriate application message is displayed indicating the action. +VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to display the Approval Rules page for the selected approver.
  
general/add_approval_workflow.1535572506.txt.gz · Last modified: 2018/08/29 14:55 (external edit)

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