The configuration section is where all settings, categories and requests are set-up. To make modifications to this area you will need security access.
Note: If a project approval category has assigned multiple project roles with the same priority, then everyone who’s assigned to those project roles will receive dashboard alerts at the same time. Once the contractor is approved by the staff member with the highest priority, the dashboard alert with the approval request will move to the next project role member with the next priority.
1. Navigate to the Configuration module by selecting 'Configuration' from the menu bar across the top of your screen.
2. On the next page scroll down to 'Project Approval Category'. You can add a new item by clicking on the
button on the top right of the table.
3. If you chose to add a new project approval category fill in the name, then click on the ‘Save’ button.
4. To edit an existing project role category clicked on the
button next to it, do the necessary changes in the ‘Name’ field and click ‘Save’ to update and return to the previous screen.
5. To add a new Project Role to an existing Project Role Category click the
button next to it, select it from the drop down (1), fill in its priority (2) then click on the ‘Save’ button (3).
