Telus TPM Documentation
This is an old revision of the document!
Contract Approval Grouping
The Contract Approval Grouping is broken out into two screens:
The Contract Approval Grouping Definition Admin is where the Groupings are defined and organized into a contract approval grouping hierarchy.
The Contract Approval Grouping Association Admin is where the Users will be added to the previously defined Approval Groupings.
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.
There is also an option to Expand All and Collapse All of the hierarchy.
Contract Approval Grouping Definition Admin
This is where the contract approval groups are defined. To add a new row, click Add and enter in the Grouping Description, Grouping CD, select an Approval Role and set Active/Inactive indicator. The Approval Role options are Finalizer, Intermediary and Submitter.
On the right hand side you then build out the Contract Approval Grouping Hierarchy. To move a Grouping from the grid to the hierarchy, just left click and drag the grouping to the hierarchy section.
Don't forget to click Save after making changes.
Contract Approval Grouping Association Admin
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 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.
Click Save after making updates!
