- Choose the Organization unit from the list of Organization Units.
- Choose Approver role from the list of items in the dropdown.
- Choose Approver Count- Single/Multiple
- Choose the Minimum Approvers in case you have selected Multiple Approvers in the Approver Count in the previous step. By default, the count appears 1, if you had selected Single Approver.
- Make the approval level mandatory or
- Select the SLA for this Approval level (SLAs are used purely for Analytics alone and do not impact the Business process in anyways). The notifications sent to the approvers will show the SLA timing mentioned here.
- In the Attachments column, select the required option-
Required- Approver will need to attach documents to proceed with the Approval process
Optional- Approver can attach documents while approving, but it is not mandatory. Also, the approver can proceed with the Approval process even without attaching any document.
- Choose the required number of attachments required from the Required Attachments
- Under the Comments section, choose whether it is mandatory by selecting the Required Choose Optional otherwise.
- Click on “Delete” to delete any level from the approval process
- To add a new approval level, click on the Add New level button at the top right.
- Click on save to “Save” the approval configuration