Adding Approval Groups

To add a new approval group for serial approval:

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

    A Name approver group drawer opens.

  3. From the Name approver group drawer, enter a name for the approver group and then select Continue.

    Note: The Approval Group Rule name will appear on the Contract Status page under User Role to indicate why a user is an Approver.

  4. Select Add.

    The drawer expands and its name changes to Modify approver levels.

  5. Select Add Approver Level.
  6. 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.

  7. Select Add.

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

  8. (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.

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

    The drawer's name changes to Select contracts and a list of all Subcontracts set up for serial approval displays.

  11. Select the subcontracts that will use the new approver group. Any invoice 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. 

  12. After selecting all appropriate contracts, select Create.
    • The drawer closes.
    • The approval group name and number of contracts assigned to it displays in a table under the Additional Groups section of the Serial and Parallel Approvals page.