Creating Approval Unit Hierarchies

The Approval Unit hierarchy contains the entities that are part of the review process. An approval unit consists of a combination of Scenario, Year, Period and Entity.

You must be a Service Administrator to create, modify or delete an Approval Unit hierarchy.

Watch the following video to learn more about approval unit hierarchies:

Video icon Managing the Approval Unit Hierarchy

To create an approval unit hierarchy:

  1. Click the Navigator icon Navigator icon.
  2. Under Workflow, click Approval Unit.
  3. Click Create.
  4. Set up the hierarchy with an approval name, approval options, and template.
  5. Select the members to include in the approval process.
  6. Assign owners and reviewers for each stage of the approval process and create the approval unit promotional path.
  7. Click Save.