Editing Approval Unit Hierarchies

To edit an approval unit hierarchy:

1. Click the Navigator icon , and then under Workflow, click Approval Unit.
2. Select the approval unit hierarchy with which you want to work.
3. Click .
4. Select the appropriate tab, depending on the changes you want to make (for example, select Assign Owners to edit ownership of the approval units in the hierarchy):

   • Select the Approvals Dimension tab to modify the approval unit hierarchy description or approvals default scope. See Setting Approval Unit Hierarchy Name, Scope, and Template.

   • Select the Primary and Subhierarchy Selection tab to select or remove members from approvals. See Selecting Approval Unit Hierarchy Members.

   • Select the Assign Owners tab to modify approval unit owners or reviewers. See Assigning Approval Unit Owners and Reviewers.

   • Select the Usage tab to view the application objects (forms or scenario and version combinations) that reference the approval unit hierarchy. See Viewing Approval Unit Hierarchy Usage.

5. Click Save when done.

To select an approval unit hierarchy scenario and version with which to work, see Selecting Approval Unit Hierarchy Scenario and Version.