How do I set up a process specific approver in PATH?

In some situations, the approver in a role may not be the best option to approve a specific process they are assigned. When this happens, changes can be made in PATH to create a new approver for this specific process without interfering with the other processes this person approves.

View this video to learn how to add an approver in PATH. While this video emphasizes adding a cost object approver for Concur, the same steps apply to other processes in PATH. 

Video Transcript

Guidance:

1. In path.charlotte.edu go to Dashboard > Role Assignments
   

2. Scroll to the bottom of the page and click the Add Assignment button on the bottom right
   

3. A new blank row with a yellow background will appear at the bottom of the Role Assignments section
   
4. Click on Search for Organization from the new blank row that appears at the bottom of the Role Assignments section
5. Select the Organization from the drop-down list and click Continue 

   The selected Organization level should match the default Approver Org level you are changing. For example, in this scenario, the default routing goes to the Department Business Coordinator (L4), so the Level 4 Org is selected.

   

6. Click on Search for Primary and find the person (or position) you want to be the approver for the process. Click continue. 
   
7. Click on Search for Process and select the process from the drop-down list this person is to approve. Click continue. 
   
8. Click on Search for Role and select this person's role for this process. This should match the Role that this person overrides to become the approver. Click Continue.
   
9. Click the Save Assignments button on the bottom right.