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Create authorized delegatee

  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 Pool type. The Pool Type options display.
  5. Select Authorized Delegatee.
  6. Click Save.

The new role will appear in the workflow tree diagram, independent of any existing rules or roles.

Note: You now need to link employees to this role. If you do not make any links, the system will not know where to route the transaction when the rule is triggered. For information on how to link an employee, refer to Assign employees to approval roles.