Use the Copy Group button at the top of the Approval Groups grid to copy one or more approval groups created for one request type, along with their assigned locations, jobs, and approval groups (if applicable), to other request types. You can copy both active and inactive approval groups.
You may find the Copy Group function useful if your organization uses the same approval groups to approve all request types. In this instance, you can create the approval groups for one request type, and then copy those approval groups to the other request types.
You can modify the copied approval groups. Refer to the Modifying an Approval Group topic for more information.
To copy an approval group:
Click the Approval Groups link on the Admin Home page.
Click the Request
Type Drop Down List button to select the
type of request associated with the approval group to be copied.
Click the
button. The Copy [Request Type] Approval
Group(s) page appears (where [Request Type] equals the type
of request selected on the System
Settings - Approval Groups page). The Available
Approval Groups list displays all approval groups currently
defined for the selected request type.
In the Available
Request Types list, click a request type to which the approval
groups will be copied. Click the Right
Arrow button to
move the request type to the Selected
Request Types list. Repeat this step for each applicable request
type.
For example, to copy the Benefit Request approval groups to create the Deduction Request approval groups, move the Deduction request type from the Available Request Types list to the Selected Request Types list.
In the Available
Approval Groups list, click an approval group to be copied
to the selected request types. Click the Right
Arrow button to
move the approval group to the Selected
Approval Groups list. Repeat this step for each approval group
to be copied.
Click the Save
button to create copies of the selected approval groups for the selected
request type. The message "Approval Groups Successfully Copied."
will display. Click the to close the message.
Go to the [Request Type] Approval Groups grid to modify the copied approval group, if necessary. Refer to Refer to the Modifying an Approval Group topic for more information.