Use the Approval Sequences screen to set up approval sequences.
From the left menu, click Approval Tracking, then click Approval Master. The Approval Sequence screen is displayed by default. The screen displays a list of previously added approval sequences.
Click New. The following fields display:
Complete the following fields (fields marked with asterisks are required):
Item
Description
*Approval Sequence
Enter a name for the approval sequence. In the Files module, users can select approval sequences from the drop-down menu available when they click Add Sequence under the Approval Tracking tab.
File Type
If you want to make the sequence exclusively available to users drafting a specific file type, select the file type from the drop-down list available in this field. This helps reduce the number of sequence options available to drafters in order, and avoids confusion.
Use the Legislative Files section to set up the file types that will be available in this field.
Sequence Owner
If you want to make the sequence exclusively available to a specific user (based upon login ID) or body, select the name of the user or body from the drop-down list available in this field.
Selecting a body limits the sequence to members of that body. The most common use for this field is to select drafters’ departments. This limits sequences to each drafter’s department.
Approved File Status
Select the approved file status from the drop-down list available. Use the File Statuses screen in the Legislative File section to set up the file statuses that will be available in this field.
