Configuring a hierarchical review

These steps take you through configuring hierarchical review for a single organization.

  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Workflow Configuration.
  3. In Context pane, click the version to which the step applies.
    The version and its parent configuration set are highlighted. The Workflow Tasks Overview section lists the applications for which planning steps are available, grouped by entity. The number of steps of each type of workflow is displayed, with icons that indicate the status of the steps.
  4. In the Configure column, click the arrow icon of the application to which the planning step belongs.
  5. Select the step with Hierarchical Approval and click Configure Hierarchical Approval.
  6. Click Active next to the elements from the organization hierarchy that you want to activate for hierarchical approval.
  7. In the Due Date column, select the date by which the data for the organization should be approved. The due date is displayed on the Tasks page.
  8. In the Responsible column, select the user or group responsible for the review.
  9. If you selected a group to be responsible, you can enable the Take Over Group Task option.
    Caution: 
    By default, this feature is disabled. Enabling the field Take Over Group Task option might result in data loss when multiple users edit the task at the same time.
  10. Optionally, select the Enable Modification check box to enable the approver to modify the data before approving or rejecting it.
    The Enable Modification check box is selected by default on all child organizations of a parent organization.
  11. Click Save and Close.
    Note: You can use header search and filters in the Configure Hierarchical Approval dialog box. These search and filter options are available:
    • Filter by active organizations
    • Search or order by responsible