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Multi-Level Approvals (MLA)
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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Cross-platform tools

Workflows tab in Multi-Levels Approvals (MLA)

Selecting
Workflows
 opens a grid where you can view and monitor current workflows setup for your Multi-level approvals. You will only be able to manage workflows if you have administrator privileges.There are 5 workflows by default.To manage workflows, contact your assigned professional services team.
The grid appears as follows:
Column
Description
Action
This column displays the
Action
 button, in which you can edit and delete workflows.
Workflow name
This column specifies the unique name assigned to a particular workflow.
Approval area
This column specifies the approval area related to the workflow.
Workflow description
This column provides a detailed explanation of the workflow's purpose, steps, and functionality.
Workflow status
This column shows whether the workflow status is “Final” (if concluded) or “Draft”.

Add workflow and approval steps

To add a workflow, select the
Add workflow
 button at the top of the grid. The “
Add details
” screen will open, with the following fields:
  • Workflow name
    .
  • Approval area
    .
  • Workflow description
    .
  • Workflow status
    : This field is a read-only and it will be “Draft” by default.
  • Is high risk
    : Select this checkbox to indicate that the workflow applies to high-risk items
Once you save, the workflow will appear on the grid.
Now, to add approval steps:
  1. Select the workflow name. This action will lead you to the “
    Workflow details
    ” screen.
  2. In the “Approval steps” section, select the
    Add steps
     button. A pop-up will appear.
  3. Fill in the fields:
  • Step number
    : Read only. The sequential number for each approval step (e.g., 1, 2, 3, 4).
  • Step description
    : In this field you can provide more details regarding that step.
  • Division
    : Indicates the division responsible for approving the step.
  • Approver role
    : Specifies the role of who will be performing the approval.
  • Approval type
    :
    Matching
     (any person within the designated division can approve the step),
    Individual
     (you will need to assign a specific person to approve the step) or
    Full Group
     (everyone within the designated division needs to approve the step).
4. Select
Save
.

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