Create an Approval Rule

  1. On the Screener main menu, click Configurations.
    The Configuration page is displayed.
  2. Click the Approval Rules tab.
  3. Click the Add approval rule icon.
    The Add Approval Rule page is displayed.
  4. Enter the Name of the rule.
  5. From the Applies to drop-down list, select if the rule applies to a Lists, UDAs, List Entries, Screener Groups or all of these.
  6. Specify the Number of levels of approval for the rule.
    The selected number of levels are displayed below the field. For example, if you have selected three levels three rows are displayed for specifying the name of the level, if it is a reviewer or approver, and the role assigned to the approving level.
  7. For each of review or approval level, specify these details:
    1. Level Name
    2. Select the approval status, this status is derived from the Workflow Status UDA. The predefined values are Review and Approve. However, you can modify the Workflow Status UDA to conform to your organization's requirements. For more information about maintaining UDAs, see Maintaining User Defined Attributes.
    3. The role of the approver or reviewer. The drop-down displays values based on the defined List Management Roles.
  8. Click Save.
    The rule is saved and added to the list of rules.
  9. To enable or disable a rule, toggle Enable in the list of rules.
    Note: If a rule attached to any entity is disabled, the entity will not undergo any approval stage and will get auto approved.
    Note: Only one rule can be applied to an entity.