Page Comparison

Task

Process / Helpful Hint

Designating  Approver Status Manually

• Click on User tab

• Click on Account Permission

• Click on Travel Approver Permission

• Click  on Save

Assigning Manager Manually to Traveler Profile

• Click on User tab

• Click on Personal and Employee Info

• Click on Travel Approver Name

• Select Approver from list

• Click  on Save

Upload Approver

• You can upload a file to establish user-approver relationships. Templates are available under the Profile tab. 

• Before preparing your profile upload, consider, as a profile upload can be damaging if not managed correctly. See Preparing a Profile or Delegate Upload File, and keep in mind the following:

  • Save the upload file template as a new file before adding or changing rows and columns

  • Follow the template instructions to enter information in the new file 

• Follow these general steps when assigning the approver role to any profile:

  • Consulting the User Profile Fields page, locate the Role column (roleSet.role) in the new file for each approver

  • Enter ROLE_TRAVEL_APPROVER in the Role column (roleSet.role) for each user to be designated as a travel approver. Other roles may also appear in this column, such as ROLE_PURCHASE_APPROVER and ROLE_APPROVER (for Expense).

  • Upload this new file to establish the approvers in your site

• Follow these general steps to assign approvers to users:

  • After uploading the file to establish approvers in your site, you can then assign approvers to users

  • Consulting the User Profile Fields page, locate the Travel Approver ID column (userInfo.travelApproverID) in the new file for each user

  • Enter the external ID of the approver for this user, defined previously as ROLE_TRAVEL_APPROVER in the Role column (roleSet.role). For example, if the userInfo.travelApproverID value is 28846, then the user whose external ID is 28846 should already have been uploaded and already have been assigned the role of Travel approver (ROLE_TRAVEL_APPROVER) in the Role column (roleSet.role).

  • Upload this new file to establish the approver-user relationships

• Ensure that all custom fields, corresponding collections, and custom field sets are created first before uploading profiles containing custom fields. If not, the upload will possibly fail.