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Requisition Approval Routing

Requisition approval auto-routing is available in release R10l (March 2017). The pre-requisites for approval routing include:

  • Set up users with "Supervisor" configured (at Organization | ACL Profiles | User List)
  • Set up REQ approval levels (at Organization | ACL Profiles | REQ Level)
  • Set up REQ approvers(at Organization | ACL Profiles | REQ Approvers)
  • Set up REQ Buyer users (at Organization | ACL Profiles | Monitor User)

Calem uses the following rules in routing approvals:

  • When a REQ items are updated, Calem uses the "Requester" user to route the approvals.
  • If the Requester user is a REQ approver and the REQ approval level is sufficient per REQ total, the Requester is set as approver.
  • Otherwise, the supervisor of the REQ requester is evaluated. If the supervisor is a REQ approver with sufficient approval level, the supervisor is set as the approver.  This step is repeated till an approver is found or the supervisor relationship is exhausted.
  • If an approver cannot be found. Calem will notify REQ monitors that an approver cannot be found for the requisition.

Note: auto-generated requisitions will have "Administrator" as the requester. So, you may configure a supervisor for the "admin" user so that Calem can route the approval properly.

Email notifications:

  • Approver will receive an email about a REQ waiting for approval.
  • Approver can open the notification link to log into Calem to approve.
  • Once a REQ is approved, REQ buyers are notified.

Customers planning to use the feature can find more information about requisition and monitor roles in Calem Enterprise User Guide and Admin Guide.

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