Assigning relationships

Before you can submit or approve data, a relationship must first be defined between an approver and a submitter for any given unit.

To assign relationships:

  1. Select Approval Process Administration > Configure Approvals.
  2. Click Select Members and make any member selections.
  3. Select a user to be the approver.
  4. Select a user to be the submitter.
  5. Click Assign Relationship.
  6. Repeat this process until all valid units have at least one submitter-approver relationship.

To change a relationship, delete the existing relationship and add a new one. There are two ways to delete relationships:

To delete all submitter or all approver relationships involving a specific user, select the user from the Approver or Submitter list, and click Delete All Relationships. This deletes the relationship for all units not only the units currently displayed on the page.