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general:add_approval_workflow

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Establish the Approval Path

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. 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.

Workflow TypeClick 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.

Click +Add to add an approver to the Approval Path.

Complete the approver path fields as needed.

Click Save.

general/add_approval_workflow.1535572236.txt.gz · Last modified: 2018/08/29 14:50 (external edit)