Create approver role

How to create an approver role:

1. From the main menu, select Administration > Instance Management > Module - Workflow Roles.

   The Module - Workflow Roles screen appears.

2. Click the New Approval Role link.

   The Create New Approval Role window appears.

3. Type a name for the approver role in the Description field.
4. Select the Approver option.
5. Click Save.

   The new approver role will appear in the workflow tree diagram. Unused workflow approval roles (ie. roles not assigned to any approval or policy rules) appear as light blue boxes.

Note: Once you have created an approver role, you need to link an employee(s) to it. If you do not make this link, and the rule is triggered, the system will not know where to route the transaction for approval. For information on how to link an employee, refer to Assign employee to approval role.