Approval General Settings

Users with the Community Administrator or Approval Administrator role, can configure and manage general approval settings.

Access Approval General Settings

To access the approval general settings, go to the Administration module > select Approvals > click the General tab.

The General tab consists of 3 sections: Approval Settings, Escalation Settings, and Requisition Editing Settings.

Approval Settings 

• Default Reminder Period: The amount of time before a reminder email is sent to an Approver. Leave this blank to disable reminders.
• Require Reason on Decline: When checked, Approvers will be required to enter a reason when declining a requisition. When unchecked, the decline reason will be optional.
• Send Approval Emails: Unchecking this will suppress all approval notification emails.
• Proxy Approval Enabled: This allows approvers to choose other users to approve on their behalf, while unavailable.
• Proxy Approval Limited by Org Unit: If checked, proxy approvers should be within the same organization unit.

Escalation Settings

• Enable Manual Escalation: When enabled, it allows users with the Escalate Approval role to manually escalate. This setting can be overridden for each supplier, in the specified supplier's profile.
• Enable for all users: All users can manually escalate their approvals. The Escalate Approval role is ignored while this is enabled. 
• Enable Automatic Escalation: When enabled, user can set a Time Before Escalation. After the desired time has expired, the approval will automatically escalate.
• Time Before Escalation: Only visible if Enable Automatic Escalation is checked. Set the time period in hours before the requisition is escalated. 

Requisition Editing Settings

• Allow Requisition details to be edited during approval: When this is enabled, approvers will be able to review a requisition and make extended changes, such as amending the quantity of a non-catalog product.
• Allow Buyers to Edit Pending Requisitions: When enabled, the Buyer for a requisition will be able to edit details of a Requisition. Approvers could use the comments to ask a Buyer to make changes, rather than declining the requisition or having to make changes on behalf of the buyer.
• Allow editing suppliers on Non-Catalog items: When enabled, users will be able to edit suppliers on non-catalog items.
• Allow approvers to pause escalation: Approvers can select this option if they need more time to investigate the details of a requisition before it escalates. Community Administrators can unpause any requisition. Excludes weekends and public holidays.
• Pause Time: Only visible if Allow approvers to pause escalation is checked. Set the pause time period in hours before the requisition is escalated. Excludes weekends and public holidays.