Manage Approval Rules Steps
Summary
Managing approval rules in Plumm allows admins to define and customize the approval workflow to ensure that time-off requests or other processes go through the necessary channels. Admins can rearrange approval steps for better efficiency and to meet organizational needs.
In this article
- Before you begin
- Step 1: Log in to Plumm
- Step 2: Navigate to the Admin section
- Step 3: Select the Approval Rules tab
- Step 4: Choose an Approval Rule
- Step 5: Edit the Rule
- Step 6: Access the Approval Steps
- Step 7: Arrange the Steps
- Step 8: Confirm Changes
- Frequently Asked Questions (FAQ)
Before you begin
Ensure you have the necessary admin permissions to manage approval rules.
Step 1.Log in to Plumm
Use your credentials to log in to your Plumm account.Step 2. Navigate to the Admin section
In the side navigation menu, click on the "Admin" section.
Step 3. Select the Approval Rules tab
Under the "Admin" section, click on the "Approval" tab.
Step 4. Choose an Approval Rule
Pick any of the available approval rules listed in the system.
Step 5. Edit the Rule
Click the action button (usually represented by three dots or a gear icon) next to the rule you selected, then click "Edit."
Step 6. Access the Approval Steps
In the document editor, locate the "Approval Steps" section.
Step 7. Arrange the Steps
Click the action button again and select "Arrange Step."
Step 8. Confirm Changes
Rearrange the steps according to your preferences. After making your adjustments, confirm the changes to finalize the new approval order.
Frequently Asked Questions (FAQ)
1. Can I delete an approval rule?
No, approval rules can only be edited, not deleted.
2. Can I rearrange approval steps during the approval process?
Yes, you can modify the approval steps at any time before the process is finalized.
3. Will changes to the approval steps affect existing requests?
Changes to the approval steps will only apply to new requests. Existing requests will follow the original approval steps.
