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Maintaining Workflow Authorisations

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Mandatory Prerequisites

Prior to creating Workflow Authorisations, refer to the following Topic:

Screenshot and Field Descriptions

 

 

Division: this is the division to set up the Workflow authorisations for. It will default to the division that the user is logged into.

 

Type: this is the type of record the Workflow authorisations are created for, such as Purchase Orders, Creditor / Landlord Invoices etc.

 

Role: this determines the user Role to set up the Workflow authorisations for.

 

Workflow Authorisations table: this is populated with the authorisation rules associated with the Workflow Steps for the selected user Roles.

Source: this is the list of Workflow Steps to select to set up the authorisation for.

 

Target: this is the Workflow Step required for authorisation.

 

Amount: this is the authorisation amount range provided for the selected Workflow Step.

 

Stop: this is for restricting how far the user can proceed prior to the need to re-authorise further.

For example, the screen shot above specifies that a User in the selected Role can change the Workflow Step from Raised to Approved if the Work Order is no more than $5000.

How Do I : Add a new Workflow Authorisation

  1. Change the default value in the Division field if required.
  2. In the Type field, select a type of entity from the drop down list to set up the Workflow authorisations for.
  3. In the Role field, enter the user Role to set up the Workflow authorisations for.
  4. In the Source drop down list, select the required Workflow Step to set up the authorisation for.
  5. In the Target drop down list, select the Workflow Step required for authorisation.
  6. In the Amount field, enter the authorisation amount range for the selected Workflow Step.
  7. In the Stop drop down list, select the Workflow Step up to which the authorisation is valid for.
  8. Click the Application tool-bar push button: Add.
  9. Confirm that you wish to save the new record.

How Do I : Modify an existing Workflow Authorisation

  1. Change the default value in the Division field if required.
  2. In the Type field, select a type of entity from the drop down list to change the Workflow authorisations for.
  3. In the Role field, enter the user Role to change the Workflow authorisations for.
  4. For the maintenance of the Workflow Authorisations table, the user has the following options:
    1. Add a new authorisation rule by entering the required values on the Source, Target and Stop fields, entering the authorisation Amount range values and clicking the Right Hand Side Application tool-bar push button: Add to add the authorisation rule to the Workflow Authorisations table.
    2. Change an existing authorisation rule by double clicking a line in the Workflow Authorisations table table and modifying any values on the Source, Target, Stop and Amount fields if required, and clicking the Right Hand Side Application tool-bar push button: Change.
    3. Delete an existing authorisation rule by double clicking a line in the Workflow Authorisations table table and clicking the Right Hand Side Application tool-bar push button: Delete.
    4. If any of the authorisation rules need to be cleared, click the Right Hand Side Application tool-bar push button: Wipe.
  5. Click the Application tool-bar push button: Change.
  6. Confirm that you wish to change the record.

How Do I : Delete an existing Workflow Authorisation

  1. Change the default value in the Division field if required.
  2. In the Type field, select a type of entity from the drop down list to set up the Workflow authorisations for.
  3. In the Role field, enter the user Role to set up the Workflow authorisations.
  4. Click the Application tool-bar push button: Delete.
  5. Confirm that you wish to delete the record.

Related Topics

Workflow Authorisations are associated with the following Topics: