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contract_approval_grouping

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contract_approval_grouping [2020/12/01 12:10] – lisa.maloneycontract_approval_grouping [2020/12/01 12:30] (current) – lisa.maloney
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 To add users to the Approval Groupings previously defined, navigate to the Contract Approval Grouping Association Admin screen.  The grid will display all users.  The first column indicates if a user is a member of a grouping.  If false, the user is not yet assigned to a group.  If true, the user is assigned to a group. Select a user row then click the Cycle through item in Hierarchy button and the approval grouping hierarchy on the right will display where that user is in the hierarchy. To add users to the Approval Groupings previously defined, navigate to the Contract Approval Grouping Association Admin screen.  The grid will display all users.  The first column indicates if a user is a member of a grouping.  If false, the user is not yet assigned to a group.  If true, the user is assigned to a group. Select a user row then click the Cycle through item in Hierarchy button and the approval grouping hierarchy on the right will display where that user is in the hierarchy.
  
- +{{:pasted:20201201-122818.png}}
-{{:pasted:20181011-101546.png}}+
  
 The hierarchies display in alphabetical order by approval name followed by code.  The members within the hierarchy are also in alphabetical order by name followed by email address. The hierarchies display in alphabetical order by approval name followed by code.  The members within the hierarchy are also in alphabetical order by name followed by email address.
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-To add a user to the approval grouping hierarchy, select the user and drag it to the appropriate place in the hierarchy.  In the example below, Dawn is being added to the Sub Approver2 location in the hierarchy. 
-{{:pasted:20150928-191613.png}} 
  
-Click Save after making updates!+To add a user to the approval grouping hierarchy, select the user and drag it to the appropriate place in the hierarchy.  
  
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 __Finding Records with the Hierarchy__ __Finding Records with the Hierarchy__
  
-To find where a User is within the hierachy, select (highlight) the row within the grid.  Then click the Cycle through item in Hierarchy button.  Each time the button is clicked, it will move through all locations in the hierarchy where the selected row is a member.+To find where a User is within the hierarchy, select (highlight) the row within the grid.  Then click the Cycle through item in Hierarchy button.  Each time the button is clicked, it will move through all locations in the hierarchy where the selected row is a member.
  
-{{:pasted:20171110-133337.png}}+{{:pasted:20201201-122937.png}}
  
 There is also an option to Expand All and Collapse All of the hierarchy. There is also an option to Expand All and Collapse All of the hierarchy.
  
-{{:pasted:20171110-133345.png}}+{{:pasted:20201201-123006.png}}
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contract_approval_grouping.1606824640.txt.gz · Last modified: 2020/12/01 12:10 by lisa.maloney

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