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Group Chains

A Group Chain is defines how the approval process for the Group requisition flows from one user 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  to set up a Group Chain.
  2. Choose Type of Group Chain (i.e. Requisition Approval) and click continue.                                                                                                                                  
    1.  
  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.

  5. Click

Search/View Group Chain

Edit Group Chain

You cannot see API Key when editing.

Delete Group Chain

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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.