Delete an approval hierarchy level

If you no longer need an approval level, you can remove it by following these steps:

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. On the menu, select Settings > Organizations.

    The Organizations are displayed.

  3. Select an organization from the list by clicking on its Organization Name.

    The organization details for the selected organization are displayed.

  4. Click on the Business Units tab.

    The Organization - Business Unit tab is displayed.

  5. Click on the Business Unit Name link where you are setting up an approval hierarchy.

    The Business Unit: New or Edit window is displayed.

  6. Click Approval Hierarchy.

    TheApproval Hierarchy window is displayed and a list of all levels is displayed in the table.

  7. Select the level that you are deleting.

    The values for this level is loaded into the editable fields below the table and the Delete button is activated.

  8. Make the necessary changes and then click Delete.

    A message is displayed indicating that your changes were applied successfully.

  9. When prompted, click Yes.

    The selected approval level is removed from the table and a message is displayed indicating a successful deletion.

  10. Optionally, delete another level, add a new level, or update an existing level.
  11. Click Close.

    The window is closed and you are returned to the Business Unit: New or Edit window.