Define Approval Rules

This task shows you how to define approval rules in the Asset Transactions Approval Rule Creation template.

This task applies to all the individual transaction worksheets and the Mass worksheet.

1. Enter a description for each approval business rule that you define in the Rule Description column.
2. In the Approval section select the appropriate value in the Approval Routing column. This table lists details about the different types of approval routing that are available:

   Approval Routing Type	How Approval Routing Works
   Supervisory Hierarchy	Members of the supervisory hierarchy beginning from the first applicable approver receive approval notifications.
   Group in Parallel	All members of an approval group receive notifications at the same time. All members must act on the approval notification.
   Group in Serial	Members of an approval group receive approval notifications individually. Only when a member acts on the approval notification does the next member of the series receive the approval notification.
   Group First Responder	Members of an approval group receive approval notifications. All members receive notifications at the same time. Only one member is required to act on the approval notification.
   Job Level Hierarchy	Members of the job hierarchy beginning from the first applicable approver receive approval notifications.
   User	The specified application user receives the approval notification.
   Role	Users with a specified application role receive the approval notification.
   Auto Approve	Transactions are automatically approved. No notifications are sent.
   Auto Reject	Transactions are automatically rejected. No notifications are sent.
   FYI	Information only notifications. No action is required from the approver.
   Skip Approval	Transactions don't require approval. No notifications are sent.

3. Optionally enter information for the remaining attributes in the Approvers section, referring to the tool tip for each column header.
4. Select a rule priority in the Rule Priority column. The rule priority specifies the order in which rules are evaluated within a particular block during evaluation of the rule set. By default, the rule priority is set to Medium for all rules, but you can change the rule priority by selecting a different value. If you're using a dataset for the rule, then its rule priority applies to all rules created using that dataset.
5. Enter other information, such as asset details, asset assignments, transaction details, the cost center, and asset source details.
6. Enter an approval condition by clicking on the list of values in the last column in the spreadsheet.
   • Add an attribute category by opening the list of values associated with the last column in the Approval conditions section and selecting the required attribute category.

   • Add an attribute by opening the list of values associated with the attribute category you selected and selecting the required attribute.

     This table shows the attributes available for each transaction type:

     Transaction Type	Attribute
     Addition	Asset Details Asset Assignments Addition Transaction Details Cost Center Asset Source Details Addition Submitter Addition Creator Addition Preparer Employee
     Adjustment	Asset Details Adjustment Details Asset Assignments Cost Center Adjustment Submitter Adjustment Creator Adjustment Preparer
     Transfer	Asset Details Asset Assignments Destination Asset Assignments Transfer Details Cost Center Employee Transfer Submitter Transfer Creator Transfer Preparer Destination Cost Center
     Retirement	Asset Details Retirement Details Retirement Submitter Retirement Creator Retirement Preparer Cost Center