Configuring an Approvals Workflow for Existing Business Entities (Admin Only)

Given the importance surrounding the accuracy of the information being added to GEMS, configurable approval workflows make it possible to nominate User Groups within GEMS to act as approvers before new updates to existing company information goes live within the database.

To apply an approval workflow to all Existing Business entities, enter the workflow name and description, and then select “Existing Business Entities” and “All” under Approval Workflow Type.

Once specified, select whether all individuals submitting changes or specific submitter changes should undergo approvals.

If only specific submitters are to undergo the approvals process, they can be specified either on an individual user basis or by using an Internal Contact Type.

Once submitters have been specified select “Next” to proceed through the wizard and specify who will act as approver(s).

Select the Internal Contact Type that will serve as Approvers for the changes lodged against all entities.

If additional Approval Groups are required to approve data, click Add New Approval Level and select the 2nd Internal Contact Type that will serve as 2nd level approvers.

If multiple approval levels are required, additional levels can be applied using the Add New Approval Level button, meaning the 1st level approver or approvers must approve the entity before the 2nd level approver or approvers are engaged in the approval. The Add New Approval Level button can be clicked as many times as needed, depending on the number of levels required.

Select the Business Entity Screens that will be subject to approval.

This will encompass any Adds, Edits, or Deletions of data from the respective screens.

For Example:

Decide whether supporting documentation is required for all sections selected, targeted sections selected, or not required at all.

If left as Not Required, Submitters will still be presented the option to upload documents with the Approval request.