Configuring Approver Role

Owned by Enterprise IT
May 29, 2024

You can configure an Approver Role. The Role that you configure is mapped to an Approver.

To configure a new Approver Role:

  1. Select Asset > Configuration > Others > Approval Matrix.
  2. On the ACTIONS panel of the APPROVAL MATRIX page, click CONFIGURE APPROVER ROLE. The CONFIGURE APPROVER ROLE pop-up page is displayed. Fill in the details on the CONFIGURE APPROVER ROLE pop-up  page, and then click SUBMIT. For more information about the fields on the CONFIGURE APPROVER ROLE pop-up  page, see Field Description.


    Figure: CONFIGURE APPROVER ROLE pop-up page

Field Description

The following table describes the fields on the CONFIGURE APPROVER ROLE pop-up page:

Field

Description

Tenant

Select the Tenant for which you want to configure the Approver Roles.

Approver Role

Specify the Approver Role that you want to configure.

Active

If selected, the Approver Role becomes active.

Include Inactive Records

If selected, the inactive Approver Role configurations are displayed with the active Approver Role configurations.