Use the Roles tab on the Workflow Setup page to create and manage Workflow Roles, which represent user types for a district or building (e.g., Department Approver, Budget Manager, Purchasing Director). Roles serve as the link between employees and the workflow approval process. Each role can include multiple employees and can be assigned to workflow groups and approval levels, determining who is responsible for approving requests at each stage.
At least one active Workflow Role must be configured on the Roles tab, with at least one Primary employee assigned to it.
Menu path
From the System Administration menu, select Workflow. From the Advanced Workflow menu, select Workflow Setup. On the Workflow Setup page, select Roles.
Create Workflow Roles
For each role needed in the PO approval chain:
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Select Create Role.
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Enter the Role Title (e.g., "PO Department Approver").
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Set the Status to Active.
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In the Role Members section:
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Select the Lookup icon beside the Employee Name field to search for and select employees who should serve in this role.
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Designate one employee as P - Primary and others as A - Alternate.
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Select Update or Update and Create New.
Perform these steps and create all the roles needed for the Purchase Order approval process before proceeding (e.g., Department Approver, Budget Reviewer, Purchasing Manager, Final Authorizer).