Assigning Approval Unit Owners and Reviewers
Approval unit ownership is inherited from the approval unit parents. Approval unit reviewers are also inherited. You can also explicitly specify approval unit owners and reviewers to assign owners and reviewers other than those approval units inherit.
To assign approval unit reviewers and owners:
- Take an action:
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From the Select Primary Members tab or the Primary and Subhierarchy Selection tab, click Next or select the Assign Owners tab to continue defining an approval unit hierarchy.
-
Click the Navigator icon
, and then under Workflow, click
Approval Unit. Select an approval unit
hierarchy, click 
, and then select the Assign Owners
tab to specify approval unit ownership.
-
- Select an approval unit, then under Owner, click
to select an owner.An approval unit can have only one owner. Either a user or a group can be the owner. Select the Users tab to assign an individual user as the owner. Select the Groups tab to assign a group as the owner. See About Group-based Approvals.
- Under Reviewer, click and select approval unit reviewers.
Reviewers can be individual users, a single group, or multiple groups. Select the Users tab to assign individual users as reviewers. Select the Groups tab to assign a single group or multiple groups as the reviewer. See About Group-based Approvals.
Note:
When using the Bottom Up or Distribute template, if the reviewers are individual users, select the reviewers in the order you want them to review the approval unit. The first reviewer in the list is the first user to work on the approval unit. When the first reviewer promotes or submits the approval unit, the second reviewer selected becomes the approval unit owner, and so on through the list of reviewers you create.
- To enable viewing the aggregated value of approval units during approvals, under Value Definition Members, click
to define the intersection of non-approval unit dimensions.Note:
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For non-approval unit dimensions: To view aggregated approval unit values, on Member Selection, you must select one member for each non-approval unit dimension in the cube selected on the Approvals Dimension tab. If you don't select members for the non-approval unit dimensions, the aggregated approval unit value is blank.
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For approval unit dimensions: Value definition members specified for a parent member in the approval unit hierarchy are inherited by the descendants of that member. If value definition members are selected for both a parent and child member of an approval unit dimension, then the child's selection takes precedence. For example, you select a value definition member for both the parent US and its child, Western Region; the value definition member for Western Region takes precedence. At runtime, the Entity, Scenario, Version, and secondary dimension members specified in the approval unit hierarchy are selected.
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In Standard multicurrency applications: In Preferences, users set the Reporting Currency in which to display the aggregated approval unit. See Working with Planning. To ensure that totals are correct, remind users to launch the Currency Conversion business rule.
Note that in Standard multicurrency applications, the reporting currency is assumed, so you don't select a value definition member for currency.
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- Under Promotional Path, click
to display the approval unit promotional path, verify that it's correct, and then correct any errors. - Under Notify These Users, click to select the users to notify for each move of the approval unit from one user to another.