Organizational Workflow - Approvers

Question: How to add/edit Workflow Approvers?




Approvers are required because it defines how a document will be routed in the workflow area for approval. Setup the approval processes for each document type and workflow. Each approval level can have a user who will be responsible for approving documents when it reaches that step in the workflow process. To add/modify approvers 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 Approvers tab
   
5. Use the magnifying glass icon to select the document type for routing
   
6. Modify existing approvers by click in the column boxes OR to add an Approver click the + button
   
7. For the new approver complete the row of information
   
8. Save the changes by clicking on the save button towards top right of window