Administrative Refresher Workshop: Approvals (Part 1)

  • Updated

This article provides a video recording of the Administrative Refresher Workshop focusing on Approval configurations. Use this resource to understand best practices for managing approval workflows, within your community.

 

Prerequisites

  • Roles: Community Administrator or Community Management.

  • Access: Ensure you have access to the Administration module.

 

Key Topics Covered

Based on the workshop agenda, this video includes:

  • Approval Logic: Understanding how the system routes documents.

  • Role Assignments: Managing who can approve specific requisitions or invoices.

  • Workflow Configuration: Setting up rules within the Administration module.

 

Workshop Video: Approvals

To view the training, click the play button on the video below: