Administrative Help

Timesheet Approval Wizard Step 4 : Rule Summary

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The last step in defining an approval rule is to give the rule a name and to specify if all, or any of the approver types included in the rule need to approve a timesheet in order for the rule to be satisfied.

TO complete an approval rule:

  1. On the Approval Rule Summary page, in the Approval Rule Name box, type a name for the rule.

    The approver types included in the rule are listed, along with a notation regarding whether or not routing is enabled for each type.
     
  2. Specify what needs to happen in order for the rule to be satisfied:
  3. If a timesheet has to be approved by all the approver types included in the rule, select Timesheet must be Approved by all Approver Types above for this rule to be satisfied.
     
  4. If a timesheet has to be approved by any one of the approver types included in the rule, select Timesheet must be Approved by any of the Approver Types above for this rule to be satisfied.
     
  1. Click Finish to finish defining the rule, or Previous Step to return to the previous step. Click Cancel to close the wizard without creating the rule.

 

Important:The new rule has been created but is not saved until you click Save on the Timesheet Approval Settings page. For more information, see Creating an Automatic Timesheet Approval Policy.