How do I set up a process specific approval routing in PATH?

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In some situations, a department might want to change the default approval process in PATH. When this happens, changes can be made in PATH to modify the default approval process. 

  1. In path.charlotte.edu go to Dashboard > Process Rules                                                                                                                    
  2. Search for the Department in which you are wanting to modify the default approval process and select it.
  3. Select the approval process by clicking on the View/Edit option on the right hand side. The current approval process for the selected department will display. 
  4. To add a role, click on the Add Role button.​​​​​​​  
  5. Click Choose Role to select the additional role from the drop down. If you want to add additional roles click on the Add Role button. 
  6. To change the approval order click on the icon on the far right to click and drag the roles to re-order.  The order that they appear is the order in which they will be approved.
  7. Click Save.

NOTE:  Make sure additional roles that were added are set up on the Dashboard > Role Assignments page.   You can confirm the setup of the process specific approval by previewing the approval process on the Dashboard > Preview Process page.  Insert the Process and Organization and then hit Preview

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Article ID: 3881
Created
Wed 5/22/24 4:27 PM
Modified
Wed 5/22/24 4:36 PM