Adding Additional Approval Rules
To add additional approval rules:
- Choose Add below the Additional Approver Rules.
An Add Additional Approval Rule dialog box appears. - Select a rule type in the Type field.
The Name field is populated with all rules of the selected Type.Note: The list shows all the Condition rules and any Organisation Approval Rules. Contact your Textura implementation team for help creating or managing organisation approval rules.
See Organisation Rules.
- Select the rule Name.
The rule details appear beneath the name field. - Choose a Repeats option:
- Every Progress Claim—Requires the Approvers sign off on every approved claim that meets the rule conditions
- First Progress Claim—Requires the Approvers sign off on the first approved claim that meets the rule conditions.
- Select OK when all the appropriate rule settings appear in the appropriate fields.
A Manage Approvers dialog box appears. - Select an Approver's name from the Approver 1 drop-down list.
- (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 Apply Rule to Contracts dialog box appears. - Select either:
- Apply to all serial approval contracts on the project—Any contract that meets the conditions requires the additional Approver
- Apply to specific serial approval contracts on the project—A new table of subcontracts appears; select the subcontracts that should be approved if the rule conditions are met
- Select OK when all the appropriate contracts are selected.
The dialog closes and the new rule appears in the Additional Approver Rules table.
Tip:
Use this icon in Additional Approver Rules to delete or re-prioritize a rule.
Last Published Wednesday, July 10, 2024