How to Add and Edit Approval Roles

To add an approval role and assign template approval actions, complete the following steps:

1. Navigate to Maintenance > Admin > User Management.

2. Click the Approval Role tab.  

3. Click Add.

4. Enter a code and name for the approval role.

5. Select top-level approval actions 

   • Forward—Allow the approval role to forward the budget for approval. Budgets may be forwarded when the current status of the budget entity is Preparation in Progress. Forwarded budgets are locked so that they can not be edited.

   • Send Back—Allow the approval role to send back forwarded budgets for updates or modifications. Budgets can be sent back at any time until the status is set to Final Approval.

   • Approve—Allow the approval role to approve forwarded budgets

   • Final Approve—Allow the approval role to flag all budgets with a Final Approval status.

   • Approval History—Allow the approval role to view budget history.

6. Select template actions for all the templates you want to assign template actions to and then click Save.

   • All—Allow the approval role to perform all template actions.

   • Input—Allow the approval role to open budget templates in Input mode and to enter data.

   • View—Allow the approval role to open budget templates in Read Only mode.

   • Mark Complete—Allow the approval role to mark templates Complete. Once a template is complete, it cannot be opened in Input mode until marked Not Complete.

   • Mark Not Complete—Allow the approval role to remove the Complete status for a selected template and allow the template to be opened in Input mode.