The routing of the form and the designation of recipients are conducted at several levels as established by departmental business practices via form ownership.
PREPARED BY POPULATED
Information displayed here is generated when the user logs into the U-Approve system.
RECIPIENT NAME & EMAIL
Enter an employee’s name - the form will auto-complete the selection and populate the adjacent email field.
ACTUAL APPROVER
May differ from the intended recipient based upon departmental business conditions and/or staffing assignments.
ADDING RECIPIENTS
Users may add as many additional approvers (beyond the required 1) to each level as necessary.
APPROVER LEVELS
Every approval level is treated as a group. Each approver within a level must complete the approval process in order for the form to proceed to the next level.
CLICK EDIT
To enter the recipient information. The following options; “Save” and “Undo” will appear in the level.
EMAIL NOTIFICATIONS
Notification E-mails are issued when the entire approver or approver group at each level has completed the process.