Create ARG
Last modified by Admin User on 2023/06/30 10:26
Create an Approval Rule Group
| Requirement | M* | Navigation | Prerequisites |
| 1. Create All Roles and Approval Plans | Y | Approval Rules > Roles / Plans | |
| 2. Create User profiles for all users who are to fill approver roles. | Y | User > Profile | |
| 3. Create ARG Header Detail: Name, Key and Description. | Y | Approval Rules > Approval Rule Groups | |
| 4. Select a Parent Group | N | Approval Rules > Approval Rule Groups | Parent ARG created |
| 5. Insert and Save | Y |  | Header detail entered (3) |
| 6. Search back to perform assignments. | Y | Approval Rules > Approval Rule Groups | Create group header (5) |
| 7. Select Approval Plan(s): at least one but only one of each type. (Requisition or Purchase Order or Change Order or Invoice Settlement) | Y |  | Approval Roles and Plans created (1) |
| 8. Assign users to all Roles that are used in all the plans assigned. | Y |  | Approver’s user profiles created (2) |
| 9. Assign Financial Tracking Code Segment values if Plan Approval Roles are resolved by Segment Value | N |  | Financial Tracking Code Values created |
| 10. Assign membership rights to users | Y |  | User Profiles created |
| 11. Optionally also assign membership rights by organisation | N |  | Organisation level created |
*M = Mandatory for this primary task. Y= Yes, N= No