Creating a new Approval Process Templates

In addition to the default templates provided, Infor Risk & Compliance enables you to create approval process templates to suit your requirements.

Create an approval process template as follows:

1. Click the New icon on the Approval Process Template page. The page for a new approval process template is displayed with two tabs - Process Detail and Approval Stages.
2. Provide details in these fields of the tabs :
   • Process Detail tab
   • Approval Stages tab
3. Click Save to save the new approval process template.

• Approval Process Templates without Stages