This page lets you set limits and establish the approval chain for the selected activity. Transactions with amounts that fall between the minimum and maximum amounts you specify need to be approved by the users and groups listed in the approval chain. For example, transactions for more than 500 but less than 1000 dollars may require approval by any member of a finance team; transactions for more than 1000 but less than 5000 require approval by two different members of a special finance committee; and transactions for more than 5000 require approval from all members of the finance committee and the CFO.
To add or edit an approval workflow level:
Note: When editing an approval workflow level, you can perform any of the following actions.
From the Approvals Workflow page, click Add level, or click the Edit icon on an existing level.
In the Transaction Value Range fields, enter the minimum and maximum transaction amounts for the level.
Add users or groups to the approval chain:
Note: Users and groups that
are not entitled to perform approvals at each step of the approval workflow
do not appear in the Users, Groups, and Approval Groups Lists. You can
set the appropriate permissions for a user, group, or approval group by
accessing the Admin module from the main banking toolbar. See step 3 to
access a list of required permissions for the approval workflow.
From the User List, select a user, and click the Plus icon to move that user to the Current Approval Chain list.
From the Group List, select a group, and click
the Plus icon to move that group to the Current Approval Chain list. Specify
whether to enable cascading for the selected group.
Note: Cascading ensures
that users who have appropriate entitlements within the group's descendant
hierarchy can perform approvals. Groups that are marked with a "(cascading)"
indicator do not have direct approval eligibility but fulfill all entitlement
requirements throughout their descendant hierarchy and are eligible for
approval in cascading mode.
From the Approval Group List, select an approval group, and click the Plus icon to move that group to the Current Approval Chain List.
Note: To remove a user or group from the Current Approval Chain list, select a user or group, and click the Minus icon. To remove all users and groups in the Current Approval Chain List, click Remove All.
For certain activity types, a View Permissions icon displays. To view permissions for a particular user or group (only the permissions required for that activity type appear), select the user or group and click View Permissions. When finished viewing, close the window.
To re-order the Current Approval Chain list, click
on a user or group, and drag it to your desired location.
Note: Click Cancel to return
to the previous page without saving your changes.
Click Save.