Adding Approval Groups
To add approval groups:
- Navigate to the Project Approval Rules Page
Use the Project Approval Rules link on the User Roles page.
- Choose Add below the Approval Group Rules.
An Add Approval Group Rule dialogue box appears.
- Choose a Name and choose Next.
A Manage Approvers dialogue box appears. The Approval Group Rule name will appear on the Contract Status page under User Role to indicate why a user is an approver.
- Select an approver's name from the Approver 1 drop-down list.
Notes:
- The list shows all the Serial Signatory approvers in your organisation.
- If you start typing a user's name, the auto-complete feature shows names that match.
- You can add multiple users to approver roles. After selecting your first user, start typing another user's name and matching user names appear.
- (Optional) Select Add Approver Level to make a serial rule.
A new Approver 2 field appears. You can use Add Approver Level to add all the conditional approval levels a project requires.
- Select Next when all the appropriate users are added to the appropriate fields.
A new dialogue box shows a table of subcontracts on the project that uses Serial Signatory approval.
- Select the subcontracts to which the rule should apply. Any payment application for selected subcontracts will be routed to the new group for approval.
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 Apply when all the appropriate contracts are selected.
The dialogue box closes and the new group appears in the Approval Group Rules table.
Other Actions:
Use the icon to delete a group
Last Published Wednesday, July 10, 2024