Parallel – Multiple Approval Groups – Demo

1. User, Employee setup done.

Position Hierarchy: <Requester>

2. Action Type:
Navigation AME Business Analyst AME Business Analyst Dashboard Select Transaction
Type (Purchase Requisition) Select Action Type.
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Action Types to be used in the demo:
1) HR Position level
2) Approval Group Chain of Authority

In the action types, select voting method as “First Responder Wins” and click on the Apply button.
For the second action type, approver group is created (SK Approver Group):
3) a) Rule Creation:

b) Add Condition: Req total is greater than 5000 USD.

c) Action Type 1- HR Position level.
Action Selected: Require approvals up to first two positions up.

d) Action Type 2- Approval- group Chain of Authority. Action Selected: Require approval from SK
Approver Group.
4) a) Create Requisition with Amount greater than 5000 USD.
b) Shopping Cart:

c) Checkout Requisition Information:

d) Approver list generated : Approval Groups:
1) Chain of Authority.
2) SK Approver Group.

List of Approvers for “Chain of Authority”.

List of Approvers for “SK Approver Group”.

5) Action History of the Requisition:

Note that the notifications had gone to the approvers of first approval group.
6) Login as user <Chain_of_Auth1>

7) Notification for <Chain_of_Auth2>.

Not responding to the notification.

8) Login as <Chain_of_Auth1>.

9) Notification for <Chain_of_Auth1>.

10) Ramesh approving the notification.

Action History of the Requisition.

Since the first approval group is completed,
Notification now goes to the second approver group approvers.

11) Login to operations (<Approver1>)

Notification for <Approver1>.

12) <Approver1> approves the Requisition:
Action History after Requisition is approved.