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workflow:firstapprover [2018/08/24 16:44] – emorenoworkflow:firstapprover [2021/05/05 21:04] (current) – emoreno
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 //**District Administration > Workflow > First Approver**// //**District Administration > Workflow > First Approver**//
  
-<WRAP round intro>This page is used to create and maintain a list of first approvers for requisitions or change requests for each campus/department.+<WRAP round intro>This page is used to create and maintain a list of first approvers for various requests for each campus/department.
  
 **Notes**: **Notes**:
   * Only one approver per campus/department is allowed.   * Only one approver per campus/department is allowed.
-  * If an approver is the first approver for multiple departments, he needs to be added to the table multiple times. +  * If an approver is the first approver for multiple departments, the approver needs to be added to the table multiple times. 
-  * Only a first approver is allowed to insert an approver after himself, if desired.+  * Only a first approver is allowed to insert an approver after his/herself.
 </WRAP> </WRAP>
  
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 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a specific workflow type (i.e., Budget Amendment Request, Warehouse, etc.).|+^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a specific workflow type.\\  \\  <div indent> BBB //Warehouse Requisition//\\  BBB //Restock Requisition//\\  BBB //Budget Amendment Requests//\\  BBB //Purchasing Requisition//\\  BBB //Accounts Receivable//\\  BBB //Travel Reimbursement// </div>| 
 + 
 +VCV Click **Retrieve**. A list of first approvers for the various campuses/departments is displayed.  
 + 
 +VCV Use the following fields to narrow your search: 
 ^Employee Nbr|{{page>general:employee_number}}| ^Employee Nbr|{{page>general:employee_number}}|
 ^Campus/Department|{{page>general:campus_number}}| ^Campus/Department|{{page>general:campus_number}}|
  
-Click **Retrieve**. The data that matches the selected workflow type, employee ID, and campus ID is displayed. + 
 +VCV Click **+Add** to add a row. 
  
 ^Employee Nbr|{{page>general:employee_id}}| ^Employee Nbr|{{page>general:employee_id}}|
-^Employee Name|The name of the selected employee ID is displayed.| 
 ^Print Name|Select to print the signature of the approver on the request or purchase order.| ^Print Name|Select to print the signature of the approver on the request or purchase order.|
 ^Campus/Department ID|{{page>general:campus_id}}| ^Campus/Department ID|{{page>general:campus_id}}|
-^Campus/Department Name|The name of the selected campus/department ID is displayed.| 
  
-Click **Save**.+VCV Click **Save**.
  
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^+Add|Click to add a row to the grid.|+^Duplicate From Existing|{{page>general:duplicate_first_approver}}| 
 +^Print|{{page>general:first_approver_report}}| 
 +^{{:images:trash_delete.gif|Trashcan Icon}} | {{page>general:delete_a_first_approver}}|  /*Table row with text link*/ 
  
  
workflow/firstapprover.1535129070.txt.gz · Last modified: 2018/08/24 11:44 (external edit)

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