Assign approvee role to rule

To assign an approvee role to a rule:

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

   The Module - Workflow Roles screen appears.

2. From the workflow tree diagram, click the rule you want to link an approvee role to.

   Note: You must click the name in the middle of the box, not the edge of the box.

   The Modify Approval Roles For This Rule window appears.

3. From the Action drop-down list, select Add approval role to the rule.
4. From the Approval Role drop-down list, select the approvee group you want to link this rule to.
5. Click Save.

   The approvee role and rule will appear linked in the workflow tree diagram.

   Although this approval rule has now been linked to an approvee group, it still needs to be linked to an approver role. In other words, the system knows what employees to apply the rule to, but it doesn't yet know who the transactions should be sent to for approval. For guidance on how to link a rule to an approver role, refer to Assign approver role to rule.