Testing the Dynamic Approval Routing Workflow
By narrowly constraining the Organization-Location-Job Field sequence contexts on the active workflow, it is possible to test your Dynamic Approval Routing workflow prior to full deployment with a small sample that can be easily controlled. This step is recommended to ensure that the desired results are achieved prior to enrolling out to the entire employee population.
- Ensure roles are activated and assigned properly to users.
- Ensure all DAR components are active (approval paths, rules, sequences).
- Ensure inclusion rules are included on the active workflow for every role expected to be included in the approval workflow.
- Ensure sequences are defined for the desired Organizations-Locations-Job Fields contexts and contain all possible approver roles.
- Observe structure for active path and create entity (requisition) within that category.
- Observe the approval path presented to the initiating user and ensure it is as expected.