Approvers by Type can be added to an employee's record and can be set up to complete the approval stage of a process flow in the system. For example, you could set up Project Managers as an Approver Type and they can be set to be the approver for one or more stages within a process flow.
This article explains how to use the Approvers by Type functionality and contains the following sections:
- Updating the Approver Types Picklist
- Adding Approvers by Type as a Stage in a Process
- Adding a New Approver
- Importing New Approvers
Note:
- Approvers by Type are added individually to an employee's record, not the other way round.
1. Updating the Approver Types Picklist
The system has two pre-defined Approver Types, Project Manager and Mentor. If you want to add to the picklist:
Navigate to: Administration >> Other >> Picklists >> People >> Deployment >> Approver Types
1. Click Add New
2. Enter a Code and Description
3. (Optional) Select the Sort Order.
4. Click Save.
2. Adding Approvers by Type as a Stage in a Process
To use the Approvers by Type functionality, you need to add this option as one stage of a process.
Navigate to: Administration >> Setup & Security >> Processes >> Activate a Process Flow
1. Select the process flow you want to add the stage to and follow the wizard through to the stage setup.
2. Select the 'Approvers by Type' option from the Stage to be Completed by drop-down.
3. Choose which Type should complete the stage.
3. Adding a New Approver
You can add Approvers by Type to any employee's record.
Navigate to: People >> Search for a Person >> Deployment >> Approvers by Type
1. Click Add New.
3. Select the User you want to add as approver.
4. Select the Type to add the user to.
5. Select which Process Flow Category this approver should apply to.
6. Click Save and Close.
4. Importing New Approvers
If you want to add Approvers by Type in bulk, you can use a data import.
For more information, see: Approvers by Type Import.