Administration > Maintenance > Position
Position Maintenance is dual purpose and allows users to define a Position ID and Description that can be assigned to users in Security for informational purposes but also serves as the foundation for the Position Based Approval workflow based on an organizational structure.
Positions can be created and maintained centrally within WorkPlace to define standard roles within the organization and optionally associate Approval Policies. Positions are assigned to WorkPlace users in Security and used in conjunction with the Supervisor field to define transaction approval requirements by WorkPlace user. Once positions are setup and established, new and existing user approval requirements are automatically established within the Security configuration simply by assigning the position and supervisor information.
Enter a Position ID to be assigned to users in Security and represents the Position. Both the ID and Description will be displayed in the 'Approval Path' section of the details page for transactions awaiting approval.
Enter a description for the Position. Both the ID and Description will be displayed in the 'Approval Path' section of the details page for transactions awaiting approval.
When checked and the user submitting the transaction is in this Position then WorkPlace will look for the next Approver based on the user's supervisor and not allow the transaction to be approved. When unchecked and the user submitting the transaction is also in this position and has a matching approval policy then the system will auto-approve the transaction since the user can self-approve.
Click this button to add an Approval Policy to the Position.
When Approval Policies have been assigned to the Position, they will be listed under this section with a summary of the policy rules for each selected functional area / transaction. One or more Policies can be assigned to each position to allow for different approval thresholds based on different WorkPlace solution transactions or transaction types and scenarios. When policies are configured, users assigned to this position will be authorized for the selected transaction type(s) and associated approval criteria. Each Policy listed in this section represents an OR Condition when transactions are submitted through the position based approval workflow.
If no Policies are assigned to the positions within a user's reporting structure (as defined by the Supervisor values set within Security) then everyone in the supervisor hierarchy for the transaction owner will be required to approve the transactions. When Approval Policies are setup for a position, the associated filter(s) will define the conditions in which a transaction will be fully approved and require no further approvals in the 'Supervisor chain'.
Click the Edit button to open the Approval Policy page and make changes to the policy.
Click the Remove button to delete the Approval Policy from the Position.