Users with the Community Administrators or Approval Administrator role can configure and manage general approval settings.
Manage Approvals
To manage approval configuration settings, go to the Administration module > select Approvals.
The Manage Approvals screen will populate displaying 6 tabs: General, Levels, Groups, Chains, Rulesets, Process and Holidays.
On the General tab, users can view and manage approval 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 they are unavailable.
- Proxy Approval Limited by Org Unit - Limits the users approvers can select as their Proxy to users within the same Org Unit.
Escalation Settings
- Enable Manual Escalation - When checked, Allows users with the Escalate Approval role to escalate requisitions to the next approver.
- Enable for all users - Only visible if Enable Manual Escalation is checked. When checked, this enables all users to escalate requisitions.
- Enable Automatic Escalation - When checked, requisitions will automatically escalate to the next approver after the period set in the Time Before Escalation field.
- 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 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.
- Pause Time - Only visible if Allow approvers to pause escalation is checked. Set the pause time period in hours before the requisition is escalated.
Note: Time Before Escalation and Pause Time excludes weekends and public holidays. |
Once completed, scroll to the bottom of the screen to select Save.
Note: For more information on managing approvals see Setup & Manage Approvals. |