Appendix B: Approval Plan Task Examples

An Approval Plan, in its simplest terms, is a list of actions or tasks through which a user’s requisition or order will pass. Each task in a plan has an activity (what must the document do), an owner (who undertakes the activity), and criteria (what rule(s) must be matched for the activity to be undertaken).

The following examples are provided to help explain the steps in creating an approval plan and to help you create common Approval Plan tasks.

For a detailed explanation of the criteria that can be used in approval plans and further detailed examples please refer to the PECOS P2P Workflow Criteria Guide.
Non-Catalogue Purchase
Escalation Task
Receipting / Three Way Match