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grantsprojects:tables:ssaapprovalpath

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grantsprojects:tables:ssaapprovalpath [2021/03/02 17:34] – emorenograntsprojects:tables:ssaapprovalpath [2021/10/18 15:35] (current) – emoreno
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-======SSA Approval Path======+======SSA Approval Path - GRT2130======
  
 <div #message></div> <div #message></div>
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 //**Grants and Projects > Tables > SSA Approval Path**// //**Grants and Projects > Tables > SSA Approval Path**//
  
-<WRAP round intro>Include the short page introduction here.</WRAP>+<WRAP round intro>This page is used to create and maintain the sequence or hierarchy of approvers for grant requests. 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 will apply to all grant requests that have yet to reach that specific approver.
  
  
-====View a record:====+**Notes**: Any changes made to the approval path are immediate and automatically update (move) existing requests. </WRAP>
  
  
-^ Field                                        ^ Description   ^  /*Table with two rows*/ +====View a record:====
-^Grant Type|Begin typing a grant type or description. As you type the data, a drop-down list of corresponding data is displayed. Select a grant type. If the grant type or description is not known, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a grant type from the [[general:granttype_lookup|Grant Types lookup]] or press the Spacebar to view a list of grant types. | +
- +
-VCV Click **Retrieve**. If an approval workflow exists, the list of approvers is displayed and you can make changes as needed. +
- +
-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 should be forwarded to the originator and approver.\\  \\  By default, this field is set to zero indicating that no reminders will be sent.\\  \\  If the value is greater than zero, the Approver has that many days to respond to the approval before a reminder email is sent to the Approver. 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.| +
- +
-VCV Click **+Add** to add an approver. The [[general:approversearch_directory|Approver Directory]] is displayed. Or, click {{:images:smallpicklist.gif|Ellipsis Icon}} to open the directory and select a different approver.  +
- +
-^Approver|The approver name is displayed.| +
-^Email Opt-Out|Select to indicate that this approver will not receive approval workflow emails.| +
- +
-VCV Click **Save**. Depending on the change, the appropriate application message is displayed indicating the action.+
  
 +{{page>general:grantsprojects:tables:ssaapprovalpath_body}}
  
  
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grantsprojects/tables/ssaapprovalpath.1614706443.txt.gz · Last modified: 2021/03/02 12:34 (external edit)

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