Organizational Workflow - Requesters

Question: How to Add/Modify Workflow Requesters?



You can create as many workflows as needed for your organization, each with a maximum of 90 approval levels and an unlimited number or users (requesters). Use the Requesters tab to assign employees to a specific workflow. You can assign employees to multiple workflows EXCEPT for the timesheet module. Requesters will initiate documents in the system and submit them for approval. To add/modify requesters apply the following steps:

1. On the menu ribbon select the Maintenance tab
   
2. From the maintenance group menu, click Organization Workflow
   
3. Use the magnifying glass icon to select the Workflow
   
4. In the workflow section choose the Requesters tab
   
5. Use the magnifying glass icon to select the document type
   
6. Use the arrows in the middle to add/remove requesters into the Workflow
   
7. Save the changes by clicking on the save button towards top right of window