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Trace: • assetmanagement_deprec_method • Create EFT File - GRT8020 • Retro Pay Processing - HRS6280 • Establish the approval path • Manage Users - GRT2160
general:add_approval_workflow

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general:add_approval_workflow [2020/11/20 14:17] – emorenogeneral:add_approval_workflow [2022/06/17 16:40] (current) – emoreno
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 +=====Establish the approval path=====
 +
 [[https://help.ascendertx.com/districtadmin/doku.php/workflow/approvalpath|District Administration > Workflow > Approval Path]] [[https://help.ascendertx.com/districtadmin/doku.php/workflow/approvalpath|District Administration > Workflow > Approval Path]]
  
-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 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 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.
  
-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> <WRAP Box>
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 </WRAP> </WRAP>
  
-{{:general:quickview:approval_path1.jpg|District Administration Workflow Approval Path}}+{{: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.|
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 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.  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. 
  
-The drag-and-drop feature is available allowing you to change the order of the approval path. +The [[general:approver_dragdropfeature|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 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.|
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 VCV Click **Save**. Depending on the change, the appropriate application message is displayed indicating the action.  VCV Click **Save**. Depending on the change, the appropriate application message is displayed indicating the action. 
  
-VCV Click {{:images:mag_edit.svg?16|Spyglass Icon}} to display the Approval Rules page for the selected approver.+VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to display the Approval Rules page for the selected approver.
  
general/add_approval_workflow.1605881860.txt.gz · Last modified: 2020/11/20 09:17 (external edit)

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