Defining an approval level

This topic explains how to define an approval level if your agency is using the standard approval functionality. If you're using Advanced Approval, an approval level has a different meaning.

See Creating an approval level.

  1. Select Billing > Setup > General > Approval Level Setup.
  2. Click Add above the Approval Level Setup grid.
  3. Specify this information:
    Name
    Specify a name for the approval level.
    Description
    Enter a description of the approval level.
    Order
    Specify the order number of the approval level.

    Order numbers are used to rank approval levels, with lower numbers indicating higher levels of authority. The order numbers must start with 1 as the highest level, and must increment by 1 for each subsequent level. For example, you might specify an order number of 1 for executives, 2 for managers, and 3 for supervisors.

  4. Click Save.
  5. In Access Control, assign the permission for the approval level to the appropriate roles.
    Approval level permissions are under Billing > Approval Levels in the Permissions tree.

    We recommend that you grant each role only the permission for the highest approval level that you want to assign. For example, if your approval levels are Executive, Manager, Supervisor, and Employee, you would assign a Manager role the Manager approval level, but not Supervisor or Employee. That way each manager’s My Infor items will show transactions that require manager approval, but not approval from lower levels.