How do I add an Approval Step to Workflow?

.Adding an Approval Step to Workflow

While all workflow approval stops are maintained and populated from IRIS, scenarios may surface that an additional approval step is necessary. Approvers can manually add additional workflow stops to a request to travel, card request or an expense report from the Approval Workflow area of the submission.

Login to Concur, the University’s travel system to review, return or approve procurement or travel card requests at travel.tennessee.edu with your UT NetID credentials with DUO two-factor authentication. Click the Required Approvals area of the summary bar or the Approvals title in the main navigation to access active requests.

Select the Request or Expense tab to view submissions eligible for approval. Submissions can be opened by clicking the Request/Expense Name.

Once the submission is opened, reviewed and it is determined an additional approver is necessary, open the Approval Flow area. For requests, the Approval Flow is available by click the navigation tab of the same name (see image below on left), while the expense Approval Flow is an option available from the Details drop-down menu (see image below on right).

 

 

 


From the Approval Flow, the default workflow, based on the entry data, is visible. Click the downward pointing arrow to the left of the approval stop to expand the workflow to view the named approver(s). The named approver in the current workflow stop may add a User-Added Approver.

Click the blue circle plus icon to the right of the default workflow stop approver to browse for the user-added approver by name, email or personnel number.

  

Select the desired individual, and when ready, click the red Approve button in the upper right corner. The user-added approver will then receive an automatic approval notification email.

Approvers can verify the successful addition of the user-added approver by visiting the Request or Reports approval listing, click the blue View drop-down button and select Requests/Reports you Approved this Month to open the recently approved submission. Once the submission is open, access the Approval Flow to view the User-Added Approver.

If you have questions or need additional assistance utilizing the University’s travel system, please contact travel@tennessee.edu.

 

 

Details

Article ID: 132842
Created
Wed 4/28/21 11:08 PM
Modified
Wed 6/2/21 4:51 PM
Environment
Travel/Concur