Wiki source code of Create ARG
Last modified by Admin User on 2023/06/30 10:26
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| author | version | line-number | content |
|---|---|---|---|
| 1 | == Create an Approval Rule Group == | ||
| 2 | |||
| 3 | |**Requirement**|**M***|**Navigation**|**Prerequisites** | ||
| 4 | |**1.** Create All Roles and Approval Plans|**Y**|Approval Rules > Roles / Plans|\\ | ||
| 5 | |**2. **Create User profiles for all users who are to fill approver roles.|**Y**|User > Profile|\\ | ||
| 6 | |**3.** Create ARG Header Detail: Name, Key and Description.|**Y**|Approval Rules > Approval Rule Groups|\\ | ||
| 7 | |**4. **Select a Parent Group|N|Approval Rules > Approval Rule Groups|Parent ARG created | ||
| 8 | |**5. **Insert and Save|**Y**|[[image:PECOS Admin.WebHome@InsertButton.png||height="23" width="44"]]|Header detail entered (3) | ||
| 9 | |**6. **Search back to perform assignments.|**Y**|Approval Rules > Approval Rule Groups|Create group header (5) | ||
| 10 | |**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**|[[image:PECOS Admin.WebHome@PlanButton.png||height="23" width="41"]]|Approval Roles and Plans created (1) | ||
| 11 | |**8.** Assign users to all Roles that are used in all the plans assigned.|**Y**|[[image:PECOS Admin.WebHome@RolesButton.png||height="22" width="48"]]|Approver’s user profiles created (2) | ||
| 12 | |**9.** Assign Financial Tracking Code Segment values //if// Plan Approval Roles are resolved by Segment Value|N|[[image:PECOS Admin.WebHome@FinancialTrackingButton.png||height="23" width="157"]]|Financial Tracking Code Values created | ||
| 13 | |**10.** Assign membership rights to users|**Y**|[[image:PECOS Admin.WebHome@UsersButton.png||height="23" width="53"]]|User Profiles created | ||
| 14 | |**11.** Optionally also assign membership rights by organisation|N|[[image:PECOS Admin.WebHome@OrgsButton.png||height="25" width="43"]]|Organisation level created | ||
| 15 | |||
| 16 | ***M** = Mandatory for this primary task. Y= Yes, N= No |