Approval Process

6 articles

About Approval Processes

Approval Processes can be used to define combinations of specific approvers for specific documents, sometimes based on a dollar value, and tailor notifications to create a customized workflow for an organization. One or more approval levels can be set with multiple approvers at each level. Only users can be approvers.

Updated by Cheryl Wallace

Adding an Approval Process

Click Utilities in the left side menu and then click Approval Process. Click +​ to add a new record. Define the approval process. ...

Updated by Cheryl Wallace

Looking Up an Approval Process

Click Utilities in the left side menu bar, then click Approval Process. Enter any known information about the approval process as a pre-filter. Click in the edit tool bar. If only one approval proc…

Updated by Cheryl Wallace

Editing an Approval Process

Look up the approval process to edit as described in looking up an approval process. Make the required changes. Click to save the changes.​​. See also: About Approval Processes. Looking Up an Approva…

Updated by Cheryl Wallace

Modifying Approvers for an Approval Process

Best practice is to approve or cancel any documents pending approval prior to changing approvers on the related approval process. Any changes to approval process approvers will not affect existing documents pending approval. This is not critical if new approvers are being added. However, if approvers are changed or removed, you risk having a document pending approval that cannot be approved. To add an approver: To change an approver:

Updated by Cheryl Wallace

Deleting an Approval Process

​​An approval process can not be deleted if it is in use on previous documents. To prevent requiring the approval process in the future, make it inactive. Look up the approval process to edit as desc…

Updated by Cheryl Wallace