Page 50 - Administering the System Participant Guide (SDL)

approval sequence easier to comprehend. Once the Dynamic Approval Sequence is
enabled, the approval order is determined by the system, regardless of the order shown
on the Approvers tab of the approval group. The system will first order the approvers by
dollar thresholds greater than zero, then sort them in increasing values. Approvals will
continue to be required through the approval hierarchy until the approver having an
Approval Authority Amount greater than the document has approved it.

Approval Groups in Unanet
The process of creating an Approval Group requires three steps: defining the Approval
Group, establishing approvers, and assigning submitters. The relationship between
approvers and submitters can be reviewed in the People > Approval Group Details
Reference report. Creating new Approval Groups may be necessary when expanding or
restructuring a business or to enable customer approval of project-related expenses. To
be an approver, a user must have a Manager role. Members of an Approval Group must
be active users in Unanet, whether they are approvers or submitters. For users who are
assigned as approvers for an approval group in which they are also submitters, self-
approval must be enabled for those users to view and approve their submissions. When
off-boarding a discharged employee, the user should be moved to an approval group
specifically for inactive users.

Unanet recommends assigning a member of the Finance department as a
“zero amount” final approver in Expense Request and Expense Report
Approval Groups to ensure all submissions are reviewed.

Lesson 10: Managing Approval Groups ©2021 Unanet. All rights reserved.
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