Step 1: Choose Avatar → Setting.
Step 2: Choose Request → Workflow → Create to create a new Request Approval
Step 3: Fill in the initialization information, including the Initiator and Approver → Create to create a new Request Approval/
Initiator section:
Step 1: Setup a name for the workflow.
Step 2: Choose the applicable branch, department/employee → Save
Approver section:
Step 1: Choose request approver, or you can select by job title in a specific department, or by direct manager.
Step 2: Approval method: choose 1 of the these methods.
Step 3: Notifier: When you select a notifier, that person can only view the request (cannot approve the request).
Note:
- If you want to create multi-level approvals, click the plus sign and create additional levels of approval similar to the first level
Note:
- If other types of requests have the same approval workflow already created, you can simply copy the existing approval workflow
If you want to make adjustments to a copied workflow, just update the original workflow, and the system will prompt 'Do you want to update related process?'
How to identify the original workflow: choose the "?" at the end of the workflow name
