Skip to content
Log in
  • There are no suggestions because the search field is empty.

Approval Rules Management

Summary

This guide walks you through the process of adding, editing, and deleting approval rules within the platform, ensuring the correct workflows are applied to approval processes.
 

In this article

  • Before you begin
  • Step 1: Access the Approval Rules section
  • Step 2:  Add an approval rule
  • Step 3: Edit an approval rule
  •  Step 4: Delete an approval rule
  • You must have Admin permissions to manage approval rules.
  • Familiarise yourself with the approval process in your organisation.

Step 1. Access the Approval Rules section

  1. Navigate to the "Admin" section from your main dashboard.
  2. Select "Approval" to view the approval rules list.

Step 2. Add an approval rule

  1. Click the "Add Rule" button to create a new approval rule.
  2. Enter a name for the rule.
  3. Provide a description to explain the purpose of the rule.
  4. Select the rule type (e.g., Select, Manager, Manager's Manager, Admin).
  5. Click "Add Step" to define the approval process.
  6. Choose the appropriate approval level (Select, Manager, Manager's Manager, Admin).
  7. Click "Confirm" to save the new approval rule.

Step 3. Edit an approval rule

  1. In the "Approval" section, locate the rule you want to edit.
  2. Click on the rule to open its details.
  3. Modify the name, description, or approval steps as needed.
  4. Click "Save" or "Confirm" to apply your changes.

Step 4. Delete an approval rule

  1. Go to the "Approval" section and locate the rule you want to delete.
  2. Click on the rule to open its details.
  3. Click the "Delete" button.
  4. Confirm the deletion when prompted to remove the rule.

Frequently Asked Questions (FAQ)

1.Can I have multiple approval rules?

Yes, you can create multiple approval rules based on different processes or workflows within the organisation.

2.What happens if I delete an approval rule?

Deleting an approval rule will remove it from the system, and it will no longer be applied to future requests.

3.Can I undo a deletion?

Once an approval rule is deleted, it cannot be undone. You will need to recreate the rule if needed.

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

Yes, you can add multiple steps to an approval rule to define a more complex approval workflow.