1. Administering Planning
  2. Accessing More Administrative Tasks
  3. Managing Approvals
  4. Managing Approval Unit Hierarchies
  5. Working with Approval Unit Hierarchies
  6. Creating Approval Unit Hierarchies

Creating Approval Unit Hierarchies

Entity is the primary dimension for each approval unit hierarchy. As members are added to the Entity dimension, the inclusion rules you create determine whether a new member is part of the approval process. A Service Administrator can also add members to the hierarchy as exceptions to the approval unit hierarchy structure.

To create an approval unit hierarchy:

  1. Click the Navigator icon Navigator icon, and then under Workflow, click Approval Unit.
  2. Click Create icon.

    Note:

    The approvals dimension is set to Entity. There are no other choices.

  3. Create the generic rule that defines which Entity members are included in the approval process (see Setting Approval Unit Hierarchy Name, Scope, and Template).
  4. Select the primary and subhierarchy members to include in the approval process (see Selecting Approval Unit Hierarchy Members).
  5. Assign owners and reviewers for each stage of the approval process and create the approval unit promotional path (see Assigning Approval Unit Owners and Reviewers).
  6. Click Save.