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## 13.1.2.3 Admin Workflow Management – Create

This topic describes the systematic instruction to Admin Workflow Management – Create option.

Bank Administrator can create approval workflows for the Admin users. By default, user can specify minimum one and maximum five levels of approvals as a part of workflow.

Administrator can set either an individual user or user group of a corporate as a part of each level of approval. Approval type (sequential/non-sequential/no authorization) is defined at the party preference.

To create an approval workflow:

1. In the Admin Workflow Management screen, click Create.
   The Admin Workflow Management - Create screen appears.

   Figure 13-7 Admin Workflow Management – Create

   Description of "Figure 13-7 Admin Workflow Management – Create"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 13-4 Field Description

   Field Name | Description
   --- | ---
   Create | Information specified in below fields are related to Create.
   Workflow Code | To specify approval workflow code.
   Workflow Description | To specify approval workflow description.
   Approval Details | Approval levels for a user / user group. You can click Add for multi level approval process.
   Approval Level | Approval levels for a user / user group. User can click Add for multi level approval process.
   User / User Group | To select specific user or a user group at each level of approval.

2. In the Workflow Code field, enter the workflow code.
3. In the Workflow Description field, enter the name of the workflow.
4. In the Approval Details section, from the Level 1 field, click appropriate user / user group.
5. From the User Name / User Groups list, select the approver user name.
6. Perform anyone of the following actions:
   - Click Add to add the selected user/ user group at specific level of approval.
   - Click delete icon to remove specific approval level.
7. Enter the party id in the In the Party Id field.
   In the Party Name field, enter the party name.
8. Perform anyone of the following actions:
   - Click Save to save Approval Workflow.
   - Click Cancel to cancel the transaction.
   - Click Back to navigate to the previous screen.
9. Perform anyone of the following actions:
   - The Admin Workflow Management - Create - Review screen appears post necessary validations.

     Verify the details and click Confirm to confirm the details.

   - Click Cancel to cancel the transaction.
   - Click Back to navigate to the previous screen.
10. The success message of saving the created approval workflow appears along with the transaction reference number and status.
    Click OK to complete the transaction.

Parent topic: Approval Workflow - Admin User - Workflow Management