Introduction
This guide provides a detailed walkthrough on how to set up a project approver workflow for project codes. By following this guide, you will be able to configure workflows that ensure approvals are managed efficiently and routed to the correct approvers assigned to individual project codes.
Prerequisites
Before you begin, ensure you have the following:
Admin access to the system.
Step-by-Step Instructions
Step 1: Access the Admin Panel
Go to the Admin section.
Step 2: Go to Configurations
Under Configurations > navigate to Manage Project Code.
Ensure that the 'Project Approvers' are set for all the projects.
Step 3: Navigate to Workflow Configurations
Within Configurations, select "Manage Workflows". This is where you can view, edit, clone, and add new workflows.
Step 4: Add Workflow
Look for the option to “Add new workflow” and click on it. This will open a new workflow creation form.
Step 5: Fill in the Workflow Details
Workflow Name: Enter a descriptive name for your workflow, such as “Project Approver Workflow”.
Workflow Scope: Select the type of document the workflow will apply to. Options might include Invoice, PO Invoice, PO, Request Purchase, and Expenses.
Step 6: Set Entry Conditions
If there are specific conditions that must be met for the workflow to be initiated, select these conditions. If no specific conditions are needed, select “All”.
Step 7: Add Approval Levels
Click on “Add level” to define the approval steps.
Select the “Project approver” option under workflow type. This ensures the workflow will route to the approvers assigned to the individual project codes.
FAQs and Troubleshooting
FAQs
What is a Workflow Scope?
The workflow scope defines the type of document the workflow is designed for, such as Invoices or Purchase Orders.
Can I edit a workflow after it’s been created?
Yes, workflows can typically be edited through the Manage Workflows section in the admin panel.
Troubleshooting
The workflow isn’t routing to the correct approver.
Double-check the project codes and approvers assigned. Make sure they are correctly configured within the workflow settings.