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general:add_first_approvers
Add first approver(s)
District Administration > Workflow > First Approver
Create and maintain a list of first approvers for requisitions at each campus/department. These individuals are the first people at their assigned campus/department to view the submitted requisitions.
| Workflow Type | Click  and select the Purchasing Requisition workflow. |
|---|
❏ Click Retrieve. If any first approvers exist, a list of first approvers for the various campuses/departments is displayed.
❏ Click +Add to add a first approver.
| Employee Nbr |
Begin typing an employee number or name. As you type the data, a drop-down list of corresponding data is displayed. Select an employee, or click Note: To view the first approver for a specific campus/department, leave the Employee ID field blank, type a specific campus/department, and click Retrieve. |
|---|---|
| Campus/Department ID |
Type a campus ID or click Note: To view all of the campuses/departments for a specific approver, leave the Campus/Department field blank, type a specific employee ID number, and then click Retrieve. |
| Print Name | Select to print the approver's signature on the purchase order. |
❏ Click Save.
Notes:
- Only one first approver is allowed per campus/department.
- If an approver is the first approver for multiple departments, that approver needs to be added to the table multiple times.
- Only a first approver is allowed to insert another approver after their name.
general/add_first_approvers.txt · Last modified: 2022/08/16 19:27 by emoreno