Approval Groups allow for flexible routing by assigning approval steps to a collective group, rather than an individual. This ensures that any member of the group, can provide the necessary approval to move a requisition along.
Users with the Community Administrator or Approval Administrator roles can manage the approval groups.
Accessing Approval Groups
To manage your groups, navigate to the Administration module > Approvals > and click the Groups tab.
Creating and Modifying Groups
Add a Group: Select the three dots (on the right side of the screen) and click Add Approver Group.
Enter the group name, in the Name field.
Select the Members field, to chose the desired approvers.
Once completed, select Add.
Edit or Delete: Existing groups can be modified or removed by selecting the Edit or Delete options next to the specific group.
Bulk Management (Export/Import)
Note: If a group is deleted, historical records are preserved, showing exactly which members the approval was sent to at that time.
For organizations with numerous groups, bulk editing is available via the three dots menu:
Export: Select Download Groups to receive a spreadsheet of all current groups. Once the Job Submitted pop-up box appears, select the here hyperlink.
Edit: Update the group names or members within the spreadsheet.
Import: Click the 3 dots and select Import Groups. To upload the revised file, by selecting Browse and OK.
Warning on Imports: When importing, ensure the file includes all groups you wish to keep. Any group missing from the upload will be automatically deleted from the system.
What's Next/Related
- You can also watch a short video on this process: