Adding Approval Groups
Head Contractors can set up Approval Groups for a project. A claim from a contract assigned to an Approval Group is routed to the assigned group instead of the default serial approvers on the project.
To add an approval group:
- Navigate to the Project Approval Rules page.
- Choose Add below the Approval Group Rules.
An Add Approval Group Rule dialog box appears. - Enter a Name and choose Next.
A Manage Approvers dialog appears. - Select an Approver's name from the Approver 1 drop-down list.
Notes:
- The list shows all the Approvers in your organisation who are not already assigned to the project.
- If you start typing a user's name, the autocomplete feature will show only names that match.
- You can add multiple users to Approver roles. After selecting your first user, start typing again and matching users will appear.
- (Optional) Select Add approver to make a rule.
A new Approver 2 field will appear. - Select OK when all the appropriate users are added to the appropriate fields.
A new dialog box shows a table of subcontracts on the project. - Select the subcontracts that should be approved by the new group.
Note: A contract can only be assigned to one approval group. If you select a contract that is already assigned to a group, the contract is reassigned to the new group.
- Select OK when all the appropriate contracts are selected.
The dialog closes and the new group appears in the Approval Group Rules table.
Tip:
Use this icon in Approval Group Rules to delete a group.
Last Published Wednesday, July 10, 2024