Local Governments: will you share your requisition approval workflow and hierarchy for Fusion?
I am from Marion County, Oregon. We are in implementation and configuring the workflow for requisition approval. Our desire is to use a hierarchy where supervisors can approve up to $x, then managers up to $y, then directors up to $z and the approval goes through each of those steps of the hierarchy up the chain. Do any of you have a model like this and can you share how it is configured in Fusion?
Answers
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Hello! Apologies I am just seeing this posted question, do you still need assistance with approval set up? Valley Metro (Phoenix AZ) follows a similar set up, managers can approve 0-25K, directors 25K-50K and our CEO approves everything above 50K, this process is also followed if a change order is done on the resultant PO when adding funds. Happy to answer any questions and walk you thru our back end on how this is set up. You can email me directly at shernandez@valleymetro.org
