Creating an Approval Path

Before you start

The Manage approval paths user type permission is required.

Configuration

Here's what to do

  1. Under Dynamic Approval Routing, click on an approval path category.
  2. Click Create next to Approval Paths.
  3. Provide a code and a name.
  4. In the Notifications section, specify who you want to be notified when an approver inserted into a path does not have the authorization to access or approve a requisition.
    There is one notification specific for Dynamic Approval Routing to help with the scenario where there is an approver inserted into a path who does not have the authorization to access or approve a requisition. When this scenario occurs, the users specified via the People notified of users without access notification setting will be sent a correspondence informing them so that they can take action to fix the situation by either updating roles in the system to ensure the user is granted the correct permissions. The message template for this correspondence is available in the correspondence manager and is titled Standard Notification for a Dynamic Approval Request.
  5. In the Settings section, configure settings as desired.
    Different settings are used for the DAR, that is if comments will be mandatory when rejecting an approval, if the sequence of approvers generated by DAR will be presented to the approval initiator and/or subsequent approvers.
  6. Click Save.

Results:

A new approval path is available for the chosen approval path category.