This topic describes the systematic instruction to Workflow Management option.

Approval workflows are created to support requirements where multiple levels of approval are required in a specific sequence for a transaction/maintenance. Each workflow can be configured to have up to five levels of approval with a specific user or a user group configured at each level.

Workflows can be created independently and can be attached to a specific transaction/maintenance as part of the Approval Rule configuration.

Prerequisites

• Transaction access is provided to Bank Administrator.
• Party preference is maintained.
• Multiple users are maintained under a party or as Bank Administrators.
• Approval rule set up for Bank Administrator to perform the actions.
• Necessary user groups are maintained using User Group Management.

Features Supported In Application

Navigation Path: Perform the following navigation to access the Workflow Management

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Approvals, Under Approvals , click Workflow Management.

• Approval Workflow – Select User Type
  This topic describes the systematic instruction to Approval Workflow – Select User Type option.
• Approval Workflow - Admin User - Workflow Management
  This topic describes the systematic instruction to Approval Workflow - Admin User - Workflow Management option.
• Approval Workflow - Retail & Business User - Workflow Management
  This topic describes the systematic instruction to Approval Workflow - Retail & Business User - Workflow Management option.
• FAQ