Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel

Table of Contents

Group Chains

Intro of what API is 

Create Group Chain

Pop Up that gives the API key — you will want to copy this API key prior to exiting as this will not be accessible again as a security measure.

Search/View Group Chain

Edit Group Chain

You cannot see API Key when editing.

Delete Group Chain

...

A Group Chain defines how the requisition flows from one Group to another throughout the approval process. This page can be found on the System menu once Requisition Workflows are enabled in the Configuration for those with the appropriate permissions

Create Group Chain

  1. Click Image Added to set up a Group Chain.
  2. Choose Type of Group Chain (i.e. Requisition Approval) and click continue.                                                                                                                                  
    1. Image Added 
  3. Enter the information for the Group Chain:
    • Name - enter the name for your Group Chain
    • Description - enter the description (optional)
  4. Select and drag Available Groups from the left to right to set up Group Chain for the approval process.  To deselect, drag from right to left.                                                                                                                                                                       
    1. Example of Group Chain with the approvals flowing from the HS Principal (or Assistant). the Purchasing Manager, Asst Treasurer and then the Treasurer as the final approver.
    2. Image Added

  5. Click Image Added

Search/View Group Chain

You can view the Groups Chain grid for details on the Group Chain's Name, Description, Type, the number of Groups included in the Group Chain and whether or not the Group Chain is Archived.  You can also sort by clicking the Grid Header.   Image Added To view the details of the Selected Groups for the Group Chain, click the view icon Image Added.  

Edit Group Chain

Click on Image Added in the grid to Edit the Group Chain or Archived status.

Delete (Archive) Group Chain

Click on Image Added in the grid to Archive the desired Group Chain.  To view the Archived Group Chains on the grid, click Image Added.  

More Information 

In order to see this page, users need to be granted USAS_GROUP permission. For more information on setup, please see the Setting Up Requisition Approvals page in the Appendix.