1 / 5

Adding approval levels to a new requisition or a modified requisition.

Adding approval levels to a new requisition or a modified requisition. Open the requisition and click the drill down button next to the Approvals textbox. Do NOT type the Approvers name into this box.

duman
Télécharger la présentation

Adding approval levels to a new requisition or a modified requisition.

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Adding approval levels to a new requisition or a modified requisition. Open the requisition and click the drill down button next to the Approvals textbox. Do NOT type the Approvers name into this box.

  2. In the Next Approvals screen, type the last name followed by the first and middle initials of the first level approver. In the example we have typed "hillte" for Toni Hill. You can also type ... to get an Approver selection screen. Then hit ENTER. NOTE: The Next Approvals list is NOT a sequential list. This is a list of people that have the authorization to approve at the next level. When one of the Approvers on the list sees this requisition and approves it, the requisition will disappear from the other approver's list. Whoever approves it is responsible to add the next level approvers name to the list.

  3. When you hit ENTER the program will automatically recognize the approver and post their full name in the first level approval. By default the program will drop to the second line of approvals. As noted in the previous screen, this would be someone with the same approval access as is listed in line 1, NOT the next level. Follow the same process as above for any additional approval names. If you do not have any further approvals click the SAVE button.

  4. Click the UPDATE button to update the file. This will return you to the REQM page for this requisition.

  5. Approval names and dates will not show up in the approvals textbox until approval has taken place. You can click the drill down button to see the list of approvers.

More Related