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Administrative Help
Timesheet Approval Wizard Step 2 : Roles
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 Related Topics
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If you selected Roles
as an approver type in Step 1, the next step is to choose the role or
roles whose users will be approvers of the timesheets.
TO select roles:
- From the Select
Roles to Add list on the left side of the page, select the role(s)
you want to include and click Add.
The role is moved to the Selected Roles
list.
You can select more than one role at a time by holding the Ctrl
key and clicking with your mouse. Add all the roles by clicking Add All. To remove a role you added,
select the role in the Roles list
and click Remove.
- To enable routing for the
roles:
- Click Enable Routing for Selected Role.
- Use the
Top, Up,
Down, and Bottom
buttons to order the roles in the Roles
list.
If routing is enabled, the timesheet is sent to users of each role,
based on the order the role appears in the Selected
Roles list. For example, if the first role in the list is Resource
Manager and the second role is Project Manager, the timesheet is sent
to all resource managers for approval before it is sent to the project
managers.
- If routing is not
enabled:
- If all the users
of all the selected roles must
approve a timesheet before it is considered approved, click All
Users of selected Roles must approve.
- If all the users
of any one of the selected roles
must approve a timesheet in order for it to be considered approved, click
All Users of Any selected Roles must
approve.
- Click Next
to continue, or Previous Step
to return to the previous step. Click Cancel
to close the wizard without creating the rule.