Edit an approval hierarchy level

If you need to make changes to a specific approval hierarchy level, you can edit the level 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.

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

  7. Select the level that you are editing.

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

  8. Make the necessary changes and then click Update.

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

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

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