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Add Approval Rule

Summary

 This guide explains the steps to create and add a new approval rule within the system, ensuring proper workflows are established for approvals.

In this article

  •  Before you begin
  • Step 1: Access the Admin section
  •  Step 2: Create and configure the approval rule
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have Admin permissions to add or modify approval rules.
  • Familiarise yourself with the types of approval rules that can be set up.

Step 1. Access the Admin section

  1. Click on the "Admin" tab in the main menu.
  2. Select "Approval" from the options available.

Step 2. Create and configure the approval rule

  1. Click on the "Add Rule" button.
  2. Enter a name for the approval rule.
  3. Provide a description of the approval rule for reference.
  4. Select the type of approval rule you wish to set up.
  5. Click on "Add Step" to begin defining the approval process.
  6. Select from the following options for the approval step:
    • Select
    • Manager
    • Manager's Manager
    • Admin
  7. Click "Confirm" to save and add the new approval rule.

Frequently Asked Questions (FAQ)

1. Can I add multiple steps to an approval rule?

 Yes, you can add multiple steps depending on the approval process flow you require.
 

2 .  Do I need to provide a description for the rule?

A description is optional but recommended to clarify the purpose and guidelines for the approval rule.

 

3. Can I edit an approval rule after it’s been created?

 Yes, you can edit approval rules by selecting them from the list and pdating the necessary details.