Concepts

Tasks

Settings

Setting the Request Originator Rule

In approval settings, you can specify who is the originator of approval requests: the employee who sends the document for approval or the employee responsible for the document being approved.

For example, consider a work order where Jane is the “requested by” employee, but Joe sends the work order for approval. If you select The employee responsible for the document being approved, Jane is considered the originator of the request. If you select The employee who sends the document for approval, Joe would be considered to be the originator of the request.

In APM, if the originator and the approver are the same person, the request is automatically approved. Otherwise, the approver must manually approve the request.

This topic explains how to set the originator rule for the site.

To Set the Request Originator Rule

1.	On the site window, select the Approvals view and the Settings tab. Select the Settings in the tree.

2.	Select the Options tab.

3.	Click Edit to modify the site settings. The Edit button is replaced by the Save button.

 

4.	Select the originator for approval requests:

Setting Name

Description

Document approval is based on

This rule controls who is listed as the originator of an approval request: • The employee responsible for the document being approved: The “employee responsible for the document being approved” is determined based on the context: • Projects: Project manager • Work orders: Primary task’s Requestor. If no requestor is entered, the Planner is used. • Work requests: Requestor • Asset transfer documents: “Transferred by” employee • Requisitions: “Requested by” employee • Purchase demands: If the demand is on a manual or replenishment requisition, the “Requested by” employee is used If the demand is on a work order requisition, the primary task’s Requestor is used. If no requestor is entered, the Planner is used. • Purchase orders: “Requested by” employee • Contracts: Buyer • Invoices: “Created by” employee • Invoice lines: “Created by” employee • The employee who sends the request for approval Note: An approval request will be automatically approved if the originator and the approver on the route are the same person.

5.	To select the default approval routes for your site, see Selecting Default Approval Routes for a Site.

6.	Click Save.