Add an Approval Level

Approval levels are the steps through which a requisition must pass from submitted to approved.

Each level can contain multiple approvers — only one of which must approve the requisition before it can go on to the next level.

All approvers assigned to a level in the process for a particular requisition will receive email notification that their action is required.

Add an approval level

Use this feature to create approval levels and add approvers to the levels.

1. Select Approval Process, then Approval Levels from the Administration menu, and the Approval Levels window opens.

2. Click the Add button, and the Approval Levels Details window opens.

3. Enter a Title for the approval level. It will likely be the name of a group such as principals or HR or purchasing manager.

4. Click the Enabled button to make this level available in the approval process.

5. Click Save, and the record is saved.

6. Add Approvers. Note: You can add approvers to this level in this window or the Approvers window.

   • Click the Add button below the Approvers grid, and the Select Approver popup window opens.

   • Select an approver from the pull-down list, and click Save.

7. Repeat step 6 as needed until you've added all approvers you want in this level.

Return to Approval Process Overview

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