Modifying Services Procurement Workflow Settings

To change workflow approval criteria:

1. Access the Approval Process Definition page using the process ID value that you want to change.

2. Click Criteria to access the Criteria Definition page.

   For each path and step, you can set up criteria that the system uses to determine whether you go down that path or perform that step.

   For example, if you have an approval path that requires approval for work orders over 10,000 USD, the system looks at submitted work order, and compares the amount to the criteria on the Criteria page. If it is under 10,000, the system automatically approves it. If it is over 10,000, the system determines which step to perform.

3. Access the Approval Step Definition - Step page.

   Set the number of approvers needed. This determines how many levels or approval or number of approvers are required for the approval.

To update approvers:

1. Access the User List Definition page using the user list value that you want to update.

2. The system is set up to use the value for the Supervisor field that appears on the User Profile - Workflow page.

   If you want the workflow to select an approver by role, you can change the User List Source to Role, and select a role from the prompt table.

To change a delivered workflow template:

1. Access the Generic Templates page.

   You can modify existing templates or create new ones using this page.

2. Add the new or revised template to the appropriate workflow action on the Approval Transaction Registry page using the Template Name field in the Notifications group box.