Adding Additional Approval Rules

To add additional approval rules:

  1. Choose Add below the Additional Approver Rules.
    An Add Additional Approval Rule dialog box appears.
  2. 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.

  3. Select the rule Name.
    The rule details appear beneath the name field.
  4. 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.
  5. Select OK when all the appropriate rule settings appear in the appropriate fields.
    A Manage Approvers dialog box appears.
  6. Select an Approver's name from the Approver 1 drop-down list.
  7. (Optional) Select Add approver to make a rule.
    A new Approver 2 field will appear.
  8. Select OK when all the appropriate users are added to the appropriate fields.
    A new Apply Rule to Contracts dialog box appears.
  9. 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
  10. 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.