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## 13.2.2.3 Admin Approval Rules – Create

This topic describes the systematic instruction to Admin Approval Rules – Create option.

Approval rules can be setup based on the following parameters.

- Transactions
- Initiator
- Specific User
- User Group

Bank Administrator can create multiple approval rules for Administrator users. In a scenario when a transaction is initiated and multiple rules are applicable as per set conditions, then the complex rule amongst all the applicable rules is applied for approval.

User can further define if for a condition, the transaction should be auto approved (which means there is no approval workflow and the transaction gets approved as soon as initiator submits the transaction) or should follow a set approval workflow and should get approved by the defined set of approvers. The same is achieved by attaching a workflow maintained for the administrator users.

To create an approval rule:

1. Navigate to one of the above paths.
   The Admin Approval Rules screen appears.
2. Click Create.
   The Admin Approval Rules - Create screen appears.

   Figure 13-20 Admin Approval Rules - Create

   Description of "Figure 13-20 Admin Approval Rules - Create"

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 13-14 Field Description

   Field Name | Description
   --- | ---
   Rule Code | To specify approval rule code.
   Rule Description | To specify approval rule description.
   Initiator | Information specified in below fields are related to Initiator.
   Initiator Type | Initiator type who initiates the transaction. This has options as ‘User’ and ‘User Group’.
   User Name / User Groups | Name of the user or user group as initiator. If initiator is selected as User, then all the users belongs to administrator user segment will be listed for selection. If initiator is selected as User Group, then all the user groups belongs to the administrator user segment will be listed for selection.
   Transactions | All transactions to set the approval rules are listed. User can select specific transaction or all admin transactions.
   Workflow Details | Information specified in below fields are related toWorkflow Details.
   Approval Required | Option to decide whether approval is required or not for the set condition.
   Workflow | Field has description of the approval workflow. All workflows maintained for the administrator type of user segment are listed here along with the defined approval level for each of them. This field appears if you select Yes in the Approval Required field.

3. In the Rule Code field, enter the code.
4. In the Rule Description field, enter the rule name.
5. From the Initiator Type field, click appropriate user / user group and select the user/ user group.
6. From the Transaction list, select the transactions to be mapped to the rule.
7. In the Workflow Details section, select whether approval is required for the mapped transactions.
   1. If you select Yes option, select the appropriate Workflow.
8. Perform anyone of the following actions:
   - Click Save to save approval rule.
   - Click Cancel to cancel the transaction.
   - Click Back to navigate to the previous screen.
9. Perform anyone of the following actions:
   - The Approval Rule - Create Review screen appears.

     Verify the details, and click Confirm.

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

Parent topic: Approval Rules - Admin User