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:
- Open the Kofax AP Agility Work Queue as an Administrator.
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On the menu, select
.
The Organizations are displayed.
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Select an organization from the list by clicking on its
Organization Name.
The organization details for the selected organization are displayed.
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Click on the
Business Units tab.
The Organization - Business Unit tab is displayed.
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Click on the
Business Unit Name link where you are setting up an approval hierarchy.
The Business Unit: New or Edit window is displayed.
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Click
Approval Hierarchy.
The Approval Hierarchy window is displayed and a list of all levels is displayed in the table.
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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.
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Make the necessary changes and then click
Update.
A message is displayed indicating that your changes were applied successfully.
- Optionally, update another level, add a new level, or delete an existing level.
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Click
Close.
The window is closed and you are returned to the Business Unit: New or Edit window.