Defining Self-Approval Criteria
Page Name |
Definition Name |
Usage |
---|---|---|
EOAW_CRITERIA |
Set up self-approval criteria. |
Use the Criteria Definition page (EOAW_CRITERIA) to set up self-approval criteria.
Navigation:
Criteria link in the Paths grid on the Setup Process Definitions page
. Click theUse this page to define approval limitations for contract managers or owners when they can approve the documents they create. For example, if a contract manager submits a contract that is linked to a monetary amount, you can use this page to define the greatest amount the manager and self approve before additional approvals are required.
The User Auto Approval check box setting on the Approval Process page enables self-approval. If self-approval is enabled, the system assumes the contract manager or owner's approval can approve a clause or document. If you establish criteria that controls the manager's approval authority, and that criteria is exceeded, the system does not include the manager as an approver.
If the manager is an approver on a step in any path in the process, then all prior steps in that path are omitted. Also, if self-approvals are enabled, and the self-approval criteria is met, then the system omits that step.