Create an Approval Workflow Group
Use this process to create approval workflow groups. These groups are assigned to provider contracts and are in charge of approving or declining a provider's submitted timesheets for specific contracts.
Step-by-step guide
To create a new approval workflow group, perform the following steps:
- Click the 'Approval Workflow' button
- Enter a new 'Group Name' in the space provided
- Enter the 'Full Name' and 'Email' for each approver in the group (You may click 'Add Person' to create a group of up to ten approvers)
- Click 'Save' to create this group
Did you know: If your approvers are already in an existing workflow group, you can add them to a new group by using the contacts list on the right side of the page. Click the person-shaped icon to quickly add approver information to this new group.
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