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Approval Hierarchy and Event Setup

Configure New Workflow​

Follow these steps to set up a new approval workflow:

Configuration Steps

  1. Name - Enter a descriptive workflow name
    Example: Sales Delivery Approval

  2. Module - Select the business area
    Example: Delivery

  3. Type - Select the specific document
    Example: Sales Delivery

  4. Branch / Scope - Select the applicable organizational unit
    Example: Factory (Branch, Division, or Department)

  5. Save - Click Save to create the workflow configuration

📋 Event Configuration and Approval Rules​

Add Approval Events​

Event Setup Process
  1. Select Add Event button
  2. Enter Event Name (e.g., "Checked By", "Recommended By", "Approved By")
  3. Select Approval Rule from available options:
    • Any (X)
    • Sequence
    • X with Mandatory
  4. Assign Approvers (Employees) for that event
  5. If using X with Mandatory, mark the mandatory approvers
  6. Click Save Event
  7. Repeat for all required events (Checked, Recommended, Approved)

Last Updated: October 2025
Version: 2.0
Document Owner: System Administration Team