Adding Additional Approval Rules

To add an additional approver rule:

  1. Navigate to the Serial and Parallel Approvals Page
  2. From under the Additional Rules section, select + (Add).

    A Create additional rule drawer opens.

  3. From the Select Rule drop-down list, choose an available rule type. After you select a rule type, the Name field displays text to explain how the rule is applied to an invoice.

    Note: The Type list shows all the condition rules and any Organisation Approval Rules. Contact your Textura implementation team for help creating or managing Organisation Approval Rules.

  4. Choose a Repeats option:
    • Every Progress Claim: Requires approval for every progress claim on a subcontract that meets the rule conditions.
    • First Progress Claim: Requires approvals for the first progress claim on a subcontract that meets the rule conditions.
  5. Select Continue.

    The name of the drawer changes to Add approver levels.

  6. Select +Add Approver Level.

    The name of the drawer changes to Select serial approvers and a Select Approvers drop-down list becomes available.

  7. From the Select Approvers drop-down list, choose one or more user to act as an approver at the first approver level.

    Note: The list shows all the Serial Signatory Approvers in your organization.

  8. Select Add.

    The names of the selected approvers display in the Modify approver levels drawer.

  9. (Optional) Select Add Approver Level to add an additional approver level to the approver group.
    1. From the Select Approvers drop-down list, choose one or more user to act as an approver at the second approver level.
    2. Select Add.

      The names of the selected approvers display in the Modify approver levels drawer.

  10. (Optional) Repeating steps 6 through 8, continue adding approver levels.
  11. When finished adding approver levels and approvers, select Continue.

    The drawer's name changes to Select contracts and two options are displayed.

  12. Choose either:
    • All serial approval contracts on project: Assign this approval group to all subcontracts requiring serial approval when an organisation submits an invoice that satisfies your set rule
    • Select specific serial approval contracts on project: Assign this approval group to subcontracts of your choosing to trigger this serial approval workflow only when the selected organisation submits a progress claim that satisfies your set rule
  13. Select Create.
    • The drawer closes.
    • The approval group priority, type, description, and repeats option display in a table under the Additional Rules section of the Serial and Parallel Approvals page.

      Note: Textura gives a priority to every approval rule added to a project. Rules with higher priorities overrule those with lower priority if a submitted invoice satisfies multiple rules. You can select a listed Additional Rule and then select Move Up to increase its priority or Move Down to decrease it.