An approval level provides a method of grouping individual approval steps. All the approval steps in one approval level are executed in parallel. All the approval steps for different approval levels are executed one after the other. You use the connectors to specify the order of execution.
Specify the individual approval steps in the approval levels. At least one approval step is required per level. Enter the approval steps first before you add an approval level.
To add an approval level
This opens the properties dialog for the first approval step.
For more information, see Setting up an Approval Step.
You can edit the properties of an approval level as soon as you have added an approval level with at least one approval step.
To edit approval level properties
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NOTE: You can define more than one approval step for each approval level. In this case, the |
To add more approval steps to an approval level
Enter the approval step properties.
To edit approval level properties
The following data is requires for an approval step. If you add a new approval step, you must fill out the compulsory fields.
Property | Meaning | ||||||||||
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Single step |
Approval step name. | ||||||||||
Approval Procedure |
Procedure to use for determining | ||||||||||
Mail templates |
Mail template that is used for email notifications for granting or denying approval, escalation, abort, rejection or delegation of | ||||||||||
Condition |
Condition for calculating approval with approval procedures CD, EX or WC. | ||||||||||
Role |
Hierarchical roles for determining the | ||||||||||
Number of approvers |
Number of attestors required to approve an attestation case. Use this number to further restrict the maximum number of approvers of the implemented approval procedure. If there are several people allocated as approvers, then this number specifies how many people from this group have to approve an attestation case. A request can only be passed up to next level afterwards. If not enough attestors can be found, the approval step is presented to the fallback approvers. The approval step is considered approved the moment one fallback approver has approved the attestation case. Enter the value -1 if approval decisions should be made for all the employees found using the applied approval procedure, for example all members of a role (default approval procedure "OR"). This overrides the maximum number of The number of approvers defined in an approval step is not taken into account in the approval procedures CD, EX or WC. | ||||||||||
Description |
Spare text box for additional explanation. | ||||||||||
Fallback approver |
Applications role whose members are authorized to approve To create a new application role, click
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Reminder interval (hours) |
Number of working hours to elapse after which the
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TimeOut (working hours) |
Number of working hours to elapse after which the approval step is automatically granted or denied approval. The approvers work time applies to the time calculation.
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Timeout behavior |
Action, which is executed if the timeout expires.
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Additional approver possible |
Specifies whether a current This option can only be set for approval levels with a single, manual approval step. | ||||||||||
Approval can be delegated |
Specifies whether the current This option can only be set for approval levels with a single, manual approval step. | ||||||||||
Approval by affected employee |
Specifies whether the employee that is affected by the attestation case can also approve it. If this option is not set, specify whether the employee to be attested can attest themselves, in the configuration parameter "QER\Attestation\PersonToAttestNoDecide". | ||||||||||
Do not show in approval history |
Specifies whether the |
When you set up an approval workflow with several approval levels, you have to connect each level with another. You may create the following links:
Link | Description |
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Approval | Link to next approval level if the current approval level was granted approval. |
Deny | Link to next approval level if the current approval level was not granted approval. |
Reroute | Link to another approval level to by-pass the current approval.
It is not possible to reroute approval steps with the approval methods "EX", "CD", "SB" or "WC". |
Escalation | Link to another approval level when the current approval level is escalated after timing out. |
If there are no further approval levels after the current one, then the
After you have entered the master data, you can apply different tasks to it. The task view contains different forms with which you can run the following tasks.
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