Business

User Tools

Site Tools

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

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
general:add_approval_workflow [2020/11/20 16:43] – emorenogeneral:add_approval_workflow [2022/06/17 16:40] (current) – emoreno
Line 3: Line 3:
 [[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>
Line 19: Line 19:
 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.|
Line 30: Line 30:
 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.1605890636.txt.gz · Last modified: 2020/11/20 11:43 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.