Group Self Approval Process

Group Self Approval can be used when the community desires to provide users with the ability to:

• Self approve for specific account codes or
• Specified projects (rather than for all approvals).

Group Self Approval should be used in place of the Self Approval step in the community's approval process.

How Group Self Approvals Function

Unimarket Rulesets support, 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 buyer is assigned to a group.

If the user is assigned to a group, the approval process will determine if the requisition is below the user’s Self Approval dollar amount limit (located on the user's profile).

If the dollar amount is not within the buyer's Self Approval limit, the requisition will route to the delegated approval chain within the specified ruleset.

The following needs to be established during configuration:

• Rulesets need to be configured to contain Groups and Chains and
• Users are setup with Self Approval Limits within their user profile

Example Scenario

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 placed within the group ABC23501-TM. If he is purchasing, the rule will look (first) at group ABC23501-TM to see if he is part of that group.

If he is assigned to the group ABC23501-TM and the purchase is below his self approval limit of $200. The requisition will be self approved.

If he is not assigned to the group ABC23501-TM OR the value is greater than $200. The requisition will be routed to the delegated chain ABC23501, as per standard process.

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

Add Group to Rulesets - Upload

The configuration requires a group to be added via upload, by going to the Administration module > select Approvals > click Rulesets tab > select the ruleset name.

Select More Actions > click Import Rules > select Download Template, to receive the required CSV file.

For the CSV file requirements, click Download Specification or refer to the chart below.

CSV file requirements:

Once the file is updated, save as a CSV file > select Browse > click the desired file > select OK.

Once successfully uploaded, the desired Chain name will appear: