[Mike Fechter]

Hello,

I’m trying to create my P/R Workflow in such a way that I won’t have to edit it often, if ever.
I’m using User Groups (see picture at bottom after W/F chart). My problem: in some Departments the same person is the 2nd & 3rd Level Approver and they will be required to approve it twice (once for 2nd & once for 3rd level).  

I want to avoid either (1) Making the person approve it 2X or (2) Editing the Workflow and removing or adding  approval steps each time someone is promoted and their approval limit changes. I’m using User Groups, so I’m not having to assign names to the Approval steps. This is good and will work well.

I’m looking for a solution something like: “If there are no users in the User Group for the 2nd Level Approver, send it to the 3rd Level Approver automatically”. Any thoughts?

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Mike Fechter
IIMAK
Amherst NY
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[Nobuko Lima]

Have you thought about using approval limits?  You can assign approval limits by Title, and set up the workflow so that it goes up the chain to the point where the PO requisition amount is <=  the approval limit of the individual’s title.  Assuming the individual who would have the multiple levels has a higher approval amount, after they approve, it would then go on the next step (i.e. back to purchasing to create the PO) in the workflow without having to approve twice, whereas in the departments that have additional approvers, the lower level ones would have a lower limit and it would have to go to someone with a higher approval limit to make it to the next step in the workflow.

Thanks,

Nobuko

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Nobuko Lima
Milton CAT
Milton
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[Mike Fechter]

Thanks for the information. I will look into it.

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Mike Fechter
IIMAK
Amherst NY
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[Doug Hoffman]

You might be able to use Escalation. You could assign escalation to a dummy user account, then have it auto approve after the time limit expires.

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Doug Hoffman
Applications Analyst
Depomed, Inc.
Newark CA
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[Doug Hoffman]

On second thought, you probably would not want that, since it would also auto-approve if no one in the group responded in the time limit.

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Doug Hoffman
Applications Analyst
Depomed, Inc.
Newark CA
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