Prerequisites:
Before you begin, ensure you have the following:
Admin access to the system.
Step-by-Step Instructions
Step 1: Navigate to Workflow Configurations
Go to the Admin section.
In the admin panel, find the section labeled "Configurations".
Within Configurations, select "Manage Workflows". This is where you can view, edit, clone, and add new workflows.
Step 2: Create Workflow
Click on "Actions" > Add Workflow.
Step 3: Fill in the Workflow Details
Workflow Name: Enter a descriptive name for your workflow based on the Job Project.
Workflow Scope: Select the type of document the workflow will apply to. Options might include Invoice, PO Invoice, PO, Request Purchase, and Expenses.
Step 4: 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 5: Add Approval Levels
Click on “Add level” to define the approval steps.
Select the “Project Owner” option under workflow type. This ensures the workflow will route to the project owner of that Job Project.
You can even check the box to send the document for approval to the project owner if it exceeds the budget line limit.