Setting Up Approval Groups

In SOMAX, approval groups are groups of people that have access to approve any sort of material, purchase, work, or sanitation request and allow them to be converted into orders. To use an Approval Group the appropriate Checkbox must be checked in the Site Setup.

This article describes how to add approval groups within the system.

Adding Approval Groups

1. From the left sidebar, select Configuration. This should direct you to the configuration dashboard.
2. From the left sidebar, select Approval Groups. Here you should be able to view all approval groups, and you can use the toggle buttons to view each group's individual approvers.
3. At the top right, select New Approval Group. You should be directed to the form fields.
4. You must select the approval type and add a description, but you may also add additional information, in this case the department, line, or area of the group, that is based off of your asset group configuration.
5. Select Save & Add Another or Save. When done you will be directed to the group's overview.
6. From the left menu, select Details and then + Add Approver or + to add a user. Select Requestor from the left menu to add a requestor. 

Below is a flow chart of how approval groups work: