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I rule-based approval pattern (or other approach) for multi-level approval

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edited Apr 2, 2018 7:00AM in Process Automation 2 comments

Summary

I rule-based approval pattern (or other approach) for multi-level approval

Content

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.

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