Serial Approval

Serial Signatory Approval requires multiple approvers to approve a Payment Application in a specific order. Serial Approvers see the action to Approve/Reject Payment Applications and Apply Serial Approval for Number (Approver Number) for Period (Period-Project Name) on the Project Home Page, Period Home Page, and Tasks Page.

If the project uses Conditional Approval Rules, conditional approvers are listed on the Approval Log card. See the Organisation Rules and Project Approval Rules topics for more information.

Serial Approvers have four actions

Approve—Approve the payment application and send to the next approver.
Forward—Send the payment application to the next approver without approving.
Reject—The first approver can reject the payment application, and the Subcontractor is prompted to resubmit.
Note: Second and third level approvers can reject directly back to the Subcontractor from the Modify Contractor Payment Application page.
- Return to 1st Signer—Other approvers can return the payment application back to the previous approver.
Modify—Open the Modify Contractor Payment Application page. The approver can modify the Payment Application and reject it. The Subcontractor is then prompted to resubmit.

Next: Serial Approval Scenarios for Main Contractors