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Group Self Approval Process

  • Updated

Scenario

Group Self Approval can be used when you want to provide users with the ability to self approve for specific account codes or projects (rather than for all). It should be used in place of the Self Approval step in the process.

How it works

Unimarket Rulesets support both a specified Group and a Chain. Adding a Group to the ruleset is optional as not all rules require the self approval check.

When a Ruleset is triggered, it routes the approval to the identified Approval Group (if specified) to determine if the person buying is part of the group. If they are part of the Group the process will determine if the requisition is below the user’s Self Approval limit (specified on the user). If it is not within their Self Approval limit it will continue on to the delegated approval chain in that ruleset.

Note that using this configuration in place of the broader Self Approval rule only triggers self approval according to the specified rulesets.

The following needs to be established during configuration:

  1. Users are setup with Self Approval Limits on their user
  2. Rulesets need to be configured to contain both Groups and Chains

Adding Groups to Rulesets

The configuration requires a Group to be added to the Approval Ruleset file as per the below CSV format. 

 

CSV Format

Group Chain Format Part 1 Type Part 1 Value Part 1 Lower Part 1 Upper
IT Approval ITSpend GL VALUE IT123    
ABC23501-TM ABC23501 PROJECT VALUE ABC23501    

 

Example

Tim is a project team member on project ABC23501. The community wants to give project team members the ability to self approve project expenses up to $200. To do this the Self Approval limit on users is set to $200.

Tim is put within the group ABC23501-TM and therefore if he is purchasing the rule will look firstly at ABC23501-TM to see if he is part of that group.

If he is part of the group and the purchase is below his self approval limit of $200, then the requisition will be self approved.

If he is not in ABC23501-TM OR the value is greater than $200, then it will route to the delegated chain ABC23501 (as per standard process).

If no group is provided then that rule will simply progress to the delegated chain.

 

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