Approvals can be configured by users with the Community Administration or Approval Administrator role. Administrators can access the approval options by going to Administration Module -> Approvals.
|Before your approvals are configured you will need to set up your users. For more on this see Manage Community Users.|
Each tab within the Manage Approvals page has a dedicated help article to assist in updating and maintaining Approvals within Unimarket. Please see the below for more detailed information about each section.
General - allows your community administrators to configure general approval and escalation settings.
Availability - shows any users who are currently set to not receive approvals or reassigned requisitions and lets you set this for other users if needed.
Levels - levels control the dollar amount a user can clear up to both for delegated and self approval.
Groups - allows multiple users to represent one step in an Approval Chain (must be enabled for your community to appear).
Chains - chains of approvers where requisitions are routed.
Account Codes - if your community routes it's approvals via account code (find out on the Process tab) this tab is where you can view and manage the routing rules.
Process - Approvals in Unimarket will route by either Org Unit or Account Code.
Holidays - Dates that approvals will not auto escalate on.