Creating an approval scheme
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Select .
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In the tree, right-click an approval group node and select Create Approval Scheme.
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Specify this information:
- Approval Scheme
- Specify a name for the approval scheme.
- Order
- Specify a number indicating the priority of this approval scheme.
Depending on how you set up your approval process, the order number
can be used to select between different approval schemes.
- Approval Style
- Select the approval style for this scheme. You can select one of two options.
- Direct: In a direct approval scheme, submissions require a single approval. Infor Public Sector selects the correct approval level for each submission based on the dollar amount.
- Stepped: In a stepped approval
scheme, submissions require multiple approvals at different
levels. If an initial approval level formula is specified
for the scheme, Infor Public Sector
uses the formula to select the correct level for new
submissions that use this scheme. If no formula is
specified, Infor Public Sector
selects the initial approval level based on the dollar
amount of the submission and the roles the submitting
employee belongs to.
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Define any formulas you want to use for this approval scheme. See Approval scheme formulas for a description of each formula field. All formulas are optional, and are used to override the default approval processing.
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Click Save.