How do I set up a Category Review Workflow Profile?

1. From the Management menu of the Navigation Bar, select Workflow Management.
   The Workflow Management screen displays.
2. Under the Category Review Workflow Profiles section, select + Create Profile.
   A Create Category Review Workflow Profile dialog box appears.
3. In the dialog box, enter a name for the profile.
4. (Optional) From the drop-down, choose to automatically begin an existing Vendor Approval Workflow after completing category reviews.
5. Select Create.
   The dialog box closes and the name of the profile appears in the Category Review Workflow Profiles section.
6. To add a workflow to the new profile, select its name.
   The page changes, and an empty table displays for the profile.
7. Select + Create Workflow.
   A Create Category Review Workflow dialog box appears.
8. In the dialog box, enter a category name and select an effective date.

   Note: Effective dates must be in the future. You cannot select a date from the past.

9. (Optional) Choose a workflow type:
   • Parallel—Multiple Approvers approve the Vendor workflow in any order
   • Serial—Multiple Approvers approve the Vendor workflow in a specific order
10. Enter the number of Approvers.
11. (Optional) Choose to include all users in the workflow.
12. Assign a group to the workflow.

    Note: This step is unavailable if you choose to include all users in the workflow.

    1. From the Available Groups box, select a group.
       The selected group highlights in yellow.
    2. Select the > (right arrow icon) to move the selected group to the Assigned Groups box.
13. (Optional) Repeat Step 12 to assign an additional group to the workflow.
14. Select Create.
    A New approval workflow created message appears at the bottom of the page.

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Last Published Monday, October 24, 2022