Where do I go to set up & edit approval workflows?

Default approval workflow(s)

Users with Site Admin permissions and the special "Can create and override approval flows" permission can set up a default approval workflow that will apply to all new jobs by going to the Configure tab and clicking Approvals.  Alternate approval workflows can be set up by office/department. 

Default Approvals will go from most specific default approval set up to least specific default approval set up, with Department being more specific than Office.

The default approvals logic would be as follows:

  • New Jobs in Department AND Location
  • New Jobs in Department
  • New Jobs in Location
  • All New Jobs

Job-specific workflow(s)

Users with Site Admin permissions and the special "Can create and override approval flows" can set up job-specific approval workflows by clicking the Job Setup tab when viewing an individual job and then clicking Approvals.

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