Configuring Approver Routing

Create New Approver Routing

To create a new approver routing scheme, do the following:

1. Click the Application Configuration tab.
2. Click the Approver Routing link. You will see a list of all the existing approval routing schemes.
3. Click the Create New Approver Routing button to display the Create Approval Routing page.
4. From the pull-down menus, select the Initiative, Division, Business Unit, Location, Regions, Role and Approver.
5. Enter an Order ID for this approval routing. This will determine the order in which the approval routing rules are evaluated. The Order ID should be less than the default global routing scheme. You can click the View Existing Order IDs link to view the existing list before entering a number in this field.
6. Click Create to create a new approver routing scheme. Click Cancel to leave the page without saving your changes.

Edit Approver Routing

To edit approver routing scheme, do the following:

1. Click the Application Configuration tab.
2. Click the Approver Routing link. You will see a list of all the existing approval routing schemes.
3. Locate the approver routing you want to edit and click the Edit link in the Action column.
4. On the Edit Approval Routing page make the required changes.
5. Click Update the save the changes. Click Cancel to leave the page without saving your changes.

Delete Approver Routing

1. Click the Application Configuration tab.
2. Click the Approver Routing link. You will see a list of all the existing approval routing schemes.
3. Locate the approver routing you want to delete and click the Delete link in the Action column.
4. You may be required to confirm the delete action.
5. Click Ok to delete the selected approver routing. Click Cancel to retain the approver routing in the system.

See Also

Routing

Configuring Idea Routing