6 Working with Approver Roles

This chapter discusses the procedure to create and manage approver roles. It discusses the following topics:

• Creating Approver Roles

• Assigning Approvers to Approver Roles

• Deleting Approver Roles

6.1 Creating Approver Roles

As discussed in the preceding chapter, an approver role is a collection of approvers. Approver roles depend on membership rules to determine role memberships.

Note:

To perform the procedure described in this section, you must be a member of a system role containing one of the following system privileges:

• All for Approver Role objects

• Manage Approver Role objects

To create an approver role:

1. On the first-level navigation bar, click Roles.

2. Click Approver Roles.

3. On the left pane, right-click the organization where you want to create the approver role, and then click New Approver Role.

4. In the Display Name field on the Attributes tab of the New Approver Role page, type the name of the approver role that you are creating.

5. If you want to enter a unique name for the approver role, then enter it in the Unique Name field.

6. If you want to enter a description for the approver role, then enter it in the Description field.

   For example, the Description field of the Expense Reports Approver approver role can be as follows:

   The Expense Report Approver role is given to members of the accounting teams who approve expenses incurred by an employee for official purpose.

7. If you want to set an owner for the approver role, then:

   1. In the Owner field, click Edit.

   2. On the page that is displayed, specify the search criterion for the person whom you want to set as the owner of the approver role.

      A list of persons who meet the search criterion is displayed.

   3. From this list, select the person whom you want to set as the owner, and then click OK.

8. To set the organization to which the approver role must belong:

   Note:

   By default, the approver role that you create belongs to the organization that you select in Step 3. If you want to change the organization to which the role must belong, then perform the instructions in this step.

   1. In the Reporting Org field, click Edit.

   2. On the page that is displayed, specify the search criterion for the organization that you want to select.

      A list of all organizations that meet the search criterion is displayed.

   3. From this list, select the organization and then click OK.

9. Click Submit.

   A message indicating that the role has been created is displayed.

6.2 Assigning Approvers to Approver Roles

Note:

The procedure described in this section must be performed only after the approver role to which the users must be assigned has been created. In addition, you must be a member of a system role containing one of the following system privileges, to perform the procedure described in this section:

• All for Approver Role objects

• Manage Approver Role objects

To assign approvers to an approver role:

1. On the first-level navigation bar, click Roles.

2. Click Approver Roles.

3. On the left pane, right-click Approver Roles and then click Search to search for the approver role to which you want to assign approvers. Alternatively, you can right-click the reporting organization within which you want to search the approver role and then click Search.

4. On the Approver Roles page, specify the search criterion for the approver role to which you want to add approvers.

   A list of all approver roles that meet the search criterion is displayed.

5. To display the details of the approver role, click the View/Edit icon in the row for the approver role.

6. To define an approver rule, do the following:

   1. Click the Grant Policy tab.

   2. In the field, type the approver rule using XML. See Chapter 7, "Building Membership and Eligibility Rules" for information about building rules using XML.

7. If you want to check the list of members who will be automatically granted the role that is being created, click the Members tab, specify the search criterion based on the membership rule created in the Grant Policy tab, and then click Recalculate Membership.

8. Click Submit.

   A message indicating that the Approver role was updated is displayed.

6.3 Deleting Approver Roles

Note:

To perform the procedure described in this section, you must be a member of a system role containing one of the following system privileges:

• All for Approver Role objects

• Manage Approver Role objects

To delete an approver role:

1. On the first-level navigation bar, click Roles.

2. On the left pane, perform one of the following:

   • Right-click Approver Roles and then click Search.

   • Right-click the reporting organization within which you want to search the approver role that you want to delete, and then click Search.

3. On the Approver Roles page, specify the search criterion for the approver role that you want to delete.

   A list of all approver roles that meet the search criterion is displayed.

4. Click the Delete icon in the row for the approver role that you want to delete.

   A dialog box prompting you to confirm if you want to delete the approver role is displayed.

5. Click OK.

   A message indicating that the approver role was deleted successfully is displayed.