Previous

Next

Print

Assign approver role to rule

To assign an approver 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 approver 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. Select Add approval role to the rule from the Action drop-down field.
  4. Select the approver group you want to link this rule to from the Approval Role drop-down field.
  5. Click Save.

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