Understanding Approval Steps

Rule steps are the individual approval steps. Approval rule sets incorporate one rule step for each level of approval that might be required.

When the person who submits something for approval has no self-approval authority, you do not need to include a step for that person. However, you may include a step for that user so that your graphical map more clearly documents the entire process. As long as that user has no authorization authority, Virtual Approver bypasses that user anyway.

If users who submit items for approval have some level of authorization, for example, users can self-approve amounts up to 100 USD. Then, the first rule step must represent that approval level.