Professional Documents
Culture Documents
functionality, typically set up to send a first and second reminder after pre-determined
time periods before forwarding the notification to the next approver.
What if the document has a status of Pre-Approved?
The status of Pre-Approved is the outcome of a person forwarding a document for
approval even though the forwarding person has the necessary authority to approve
it. The document may have been forwarded by mistake or for business reasons. Once
the person it was forwarded to approves the document, the status will be changed to
Approved and subsequent actions such as receiving and invoicing can be completed.
What if there is no account range on an approval group assigned to
a job or position?
By default, all accounts are excluded from an approval group and therefore documents
governed by this approval group cannot be approved. You avoid this situation by
ensuring that there is at least one Account Range Include rule on every Approval Group.
What if Workflow cant find a supervisor to approve the document?
If this occurs, the person submitting the request for approval must forward the document
to a different person in the list of values for Forward To. If this isnt done, the document
will be returned to an Incomplete status and a notification will be sent stating No
Approver Found Please Select a Forward To Employee. If using employee/supervisor
relationship to determine approval paths, the list of values will include all active
employees. If using position approval hierarchies to determine approval paths, the list of
values will include all employees in the hierarchy selected.
What if a job or position has different authority levels for different
document types?
You may have jobs or positions that can approve one document up to a specified dollar
amount, while they can approve another document at a lower dollar amount. If this
occurs, simply set up multiple approval groups with the rules properly defined for the
differences and ensure that the right approval group is assigned to the correct document
type.
What if documents flow employee/supervisor, but approval rules are
needed?
Approval Groups can be used whether approval paths are determined by
employee/supervisor relationships or by position approval hierarchies.