Add/Edit Workflow (System Administrator)

Approval Workflow

Users can be assigned an Approve privilege in Add/Edit User to approve event responses or awards before publishing to suppliers. Entity administrators can create workflows in Add/Edit Workflow to determine which users will approve when a workflow is selected.

 

 Browse or select a workflow to edit, or select the Add New option to create a workflow.

 

 

Provide the workflow name, which should assist users in the selection process. Select the Approvers in the appropriate sequence for the entity's business practice. Use the green plus sign to add additional approvers. Select the logic options from the drop-down menu.  Select Update to save changes. 

 

Note: If a user is not available under the Approver drop-down menu, the user needs to have the permission assigned in Add/Edit User.

 

System Administrators can deactivate workflows using the checkbox and selecting update.

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