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## 13.1 Workflow Management

This topic describes the systematic instruction to Workflow Management option.

Approval workflows are created to support requirements where multiple levels of approval are required in a specific sequence for a transaction/maintenance. Each workflow can be configured to have up to five levels of approval with a specific user or a user group configured at each level.

Workflows can be created independently and can be attached to a specific transaction/maintenance as part of the Approval Rule configuration.

Prerequisites

- Transaction access is provided to Bank Administrator.
- Party preference is maintained.
- Multiple users are maintained under a party or as Bank Administrators.
- Approval rule set up for Bank Administrator to perform the actions.
- Necessary user groups are maintained using User Group Management.

Figure 13-1 Workflow

Description of "Figure 13-1 Workflow"

Features Supported In Application

Approval Rule maintenance allows Bank Administrator to:

- View Approval Workflows
- Create Approval Workflows
- Edit Approval Workflows

Navigation Path: Perform the following navigation to access the Workflow Management

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Approvals, Under Approvals , click Workflow Management.

- Approval Workflow – Select User Type
  This topic describes the systematic instruction to Approval Workflow – Select User Type option.
- Approval Workflow - Admin User - Workflow Management
  This topic describes the systematic instruction to Approval Workflow - Admin User - Workflow Management option.
- Approval Workflow - Retail & Business User - Workflow Management
  This topic describes the systematic instruction to Approval Workflow - Retail & Business User - Workflow Management option.
- FAQ

Parent topic: Approvals