Admin Object | Example of Data to Create |
|---|---|
To Do Types | These default types are delivered with the base package with the ToDo Type Usage set to Automatic: • Approval Type — Employee Unavailability • Approval Type — ODC • Approval Type — Project • Approval Type — Purchase Order • Approval Type — Purchase Requisition • Approval Type — Timesheet • Approval Type — Work Order • Approval Type — Work Request |
To Do Role | • General Approver • General Director • General Manager • General Notification Only Approver • General Supervisor • General Work Management Supervisor • General Work Management Manager • General Purchasing Manager • General Purchasing Supervisor |
User Groups | • Authorized for No Approval |
Approval Profiles | • Approval Amount ◦ General Purchasing Approver ◦ High Value Purchasing Approver ◦ General Work Request Approver ◦ General Work Order Approver ◦ High Value Work Order Approver ◦ Project Approver ◦ Other Direct Charges Approver • No Approval ◦ Emergency Work Approval • No Amount ◦ Employee Unavailability Approver ◦ Timesheet Approver |
Seq | To Do Role | Approval Type | Initial Notification Method | Amount Limit | Time Out Threshold | Maximum Retry |
|---|---|---|---|---|---|---|
10 | Supervisor | Standard | To Do List Only | $1000 | 2 (days) | 1 (retry) |
20 | General Manager | Mandatory | Both (email and To Do List) | $5000 | 2 (days) | 2 (retries) |