I rule-based approval pattern (or other approach) for multi-level approval
SummaryI rule-based approval pattern (or other approach) for multi-level approval
I have an approval I need to reimplement that operates as follows:
A credit can be submitted by anyone and goes through and approval based on the dollar amount you are allowed to submit for.
|Submit / Approver||Approval Limits|
|Anyone||$ - 0||to||$ 250|
|Customer Service Manager||$ 251||to||$ 1,000|
|Sr Director of Customer Service||$ 1,001||to||$ 5,000|
|Sr VP of Ops||$ 5,001||&||up|
The caveat here is that if I am in the Sr. Director of Customer Service role I jump to the approver after me (so the Sr VP of Ops). If I am a customer service manager I jump to the sr. directory of customer service. If I am in none of those roles I go through however many approvers I need to based on the dollar amount of my credit.