Print Topic

Creating an Approval Group

Before creating an approval group, verify the following information:

• The type of request associated with the approval group

• The location associated with the approval group, if applicable

Approval group codes are user-defined; therefore, your organization may want to establish a naming convention for the approval group codes.

You must enter all fields on the Add Approval Groups page to create an approval group.

To create an approval group:

1. Click the Approval Groups link on the Admin Home page.

2. In the Approval Groups grid, click the link. The Add Approval Groups page appears.

3. Click the Request Type Drop Down List button to select the type of request associated with this approval group.

4. In the Approval Group Code field, type the user-defined code that will identify this approval group. You can enter up to 8 characters in length. You can use special characters (e.g., -, !, %, &, etc.).

5. In the Description field, type a description of this approval group. You can enter up to 50 characters in length. You can use special characters (e.g., -, ., %, &, etc.).

6. Click the Location Drop Down List button to select the location associated with this approval group. Select All if the same approval group is responsible for approving requests submitted by any location in organization.

7. Click to select the Active check box to activate this approval group. An inactive approval group is not available for selection when creating an approval chain.

8. Click the button to save the approval group record.  The Approval Group Listing page displays with the approval group added to the grid.

Top of page