Approval Levels

The Approval Levels page allows system administrators to define the types of approval levels that can be granted to users. Separate approval levels can be established for work orders, purchase orders, and purchase requisitions.

Once you have created the required approval levels, you can assign an approval level to a user on the Edit User page.

To open the Approval Levels page:

  1. Open the Administration Menu page.

  2. Under the APPROVAL ADMINISTRATION heading, click Approval Levels.

ClosedAdd an Approval Level

Adding an approval level allows you to define new approval levels that can be assigned to users. To add an approval level:

  1. In the Approval Level Type field, select the type of approval level you want to create.

    You can create an approval level for Work Orders, Purchase Orders, or Purchase Requisitions.

  2. In the Add Approval Level field, enter the name of the approval level.

    The name must be unique for the selected approval type. You might want to name your approval levels according to the amounts approved (for example, PO-500 or PO-5000) or by employee level (for example, PO-Manager or PO-VP).

  3. Click ADD.

    A dialog box opens asking you to confirm your choice.

  4. Click OK.

    Once the approval level is added, additional fields appear allowing you to further define it.

  5. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  6. In the Maximum Amount field, enter a dollar value indicating the maximum dollar amount users with this approval level can approve.

  7. Click UPDATE.

ClosedEdit an Approval Level

Approval levels types can be modified. For example, if you want to change the dollar amount the approval level represents, you can modify the maximum amount. To edit an approval level:

  1. In the Approval Level Type field, select the type of approval level you want to edit.

  2. In the Approval Level field, select the approval level you want to edit.

  3. Modify any of the following values:

    • Rename – the name of the approval level
    • Tab Order – the position in which the PR type will be displayed in menus
    • Maximum Amount – the maximum dollar amount that can be approved
    • Status – Active indicates that the approval level is active (displayed to the user)

  4. Click UPDATE.

ClosedDelete an Approval Level

Approval levels that have not been used can be deleted from the system.

If the approval level has been used, it you cannot delete it. You can, however, edit it and change it to Inactive so that users can no longer access it.

To delete a approval level:

  1. In the Approval Level Type field, select the type of approval level you want to delete.

  2. In the Approval Level field, select the approval level you want to delete.

  3. Click DELETE.

    A dialog box opens asking you to confirm your choice.

  4. Click OK.

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