Configuring the Dynamic Approval Routing

The system administrator is responsible for configuring the Dynamic Approval Routing feature.

The configuration involves many steps:

1. Defining the Dynamic Approval Routing "Reports to" structure.

2. Creating and configuring hierarchical roles.

3. Creating and configuring functional roles.

4. Creating and configuring unconditional inclusion rules.

5. Creating and configuring conditional inclusion rules.

6. Creating and configuring exclusions rules.

7. Defining the approval path properties, settings and notifications.

8. Creating and configuring sequences.

9. Linking inclusions rules to the approval path.

10. Testing the approval workflow with a small sample.

11. Activating the Dynamic Approval Routing approval path.

The Dynamic Approval Routing module is used to define the business rules for how approval workflows will operate. This module is implemented distinctly for each requisition type. So the configuration steps would need to be repeated for the requisition types for which the system administrator plans to implement Dynamic Approval Routing.