Manager View

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The Manager view allows managers to quickly view the processes with which a user is associated. Processes and approval levels can be associated with a user through this view, if needed.

Viewing User Information

  1. Click the + icon next to the user you want to view. Clicking the + icon next to the user expands the list to display the departments with which the user is associated.
  2. Click the + icon next to the process you want to view. Clicking the + icon next to the process expands the list to display the approval levels associated with the process.

  3. The approval level for that user displays. ClosedShow me

Adding Process Approvals

From this view, a manager can quickly associate processes and approval levels for those processes for a specific department instead of performing this function individually for each department or approval.

  1. Highlight the user name and click the Process Approvals button. The Process Approvals pop-up page displays.
  2. Select the Process to which to add approval levels and users.
  3. Select the Approval Level to attach to the process and department.
  4. In the Available Departments field, click the desired department to highlight it. Ctrl + Click can be used to select multiple departments, and Shift + Click can be used to select a range of departments.
  5. Click the button to add the chosen departments to the Selected Departments field.
  6. Click Save to retain your selections. Click Close to return to the Process Manager page.

Changing Approval Levels

This feature is used to quickly add an approval level for a specific user within a department within a process. It is enabled only when an approval level is selected in the list.

  1. Highlight an approval level and click the Approvals button. The Approvals pop-up page displays.
  2. Select a different Approval Level to change the approval level for the user.
  3. Click OK. The approval level information for the user is updated.

Removing Approval Levels

This feature is used to remove an approval level for a specific user. It is enabled only when an approval level is selected in the list.

  1. Highlight the approval level that you want to remove and click the Approvals button. The Approvals pop-up page displays.
  2. Select the Remove option in the Approval Level field.
  3. Click OK. The level information is removed from the user's record.