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general:add_first_approvers

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general:add_first_approvers [2018/08/31 14:23] emorenogeneral:add_first_approvers [2022/08/16 19:27] (current) emoreno
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-[[https://tcc-help.net/txeistest/districtadmin/doku.php/workflow/firstapprover|District Administration > Workflow > First Approver]]+=====Add first approver(s)=====
  
-Create and maintain a list of first approvers for requisitions at each campus/department.+[[https://help.ascendertx.com/districtadmin/doku.php/workflow/firstapprover|District Administration > Workflow > First Approver]]
  
-++++Image|{{:general:quickview:first_approver.jpg|District Administration 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.  
 + 
 +{{:general:managepurchasingapprovalworkflows_firstapprovers.jpg|District Administration First Approver}}
  
 ^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} and select the Purchasing Requisition workflow.| ^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} 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. +VCV 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. +VCV Click **+Add** to add a first approver. 
  
  
 ^Employee Nbr|{{page>general:employee_number}}| ^Employee Nbr|{{page>general:employee_number}}|
 ^Campus/Department ID|{{page>general:campus_number}}| ^Campus/Department ID|{{page>general:campus_number}}|
-^Print Name|Select to print the signature of the approver on the purchase order.|+^Print Name|Select to print the approver's signature on the purchase order.|
  
  
-Click **Save**. +VCV Click **Save**.
  
 <WRAP box>**Notes**: <WRAP box>**Notes**:
- +  * Only one first approver is allowed per campus/department. 
-Only one approver per campus/department is allowed+  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.
-If an approver is the first approver for multiple departments, he needs to be added to the table multiple times. +
- +
-Only a first approver is allowed to insert an approver after himself, if desired.+
 </WRAP> </WRAP>
general/add_first_approvers.1535725391.txt.gz · Last modified: 2018/08/31 09:23 (external edit)