How to Access Approval Policies in Capexplan

 

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How to Access Approval Policies in Capexplan

Approval policies in Capexplan are essential for managing the approval processes of capital expenditure requests. Follow these steps to access and configure approval policies:

Approval Policies in Capexplan

  • From the dashboard, go to the Administration menu 

 

  • Under General Settings, select Approval Policies.

 

Configuring Capex Request Flow

 

Approval Tree

 

The Approval Tree utilizes the company’s org chart created in the general settings to set up approval flows.

  1. Select the business unit (or group): Choose the unit you want to work on.
  2. Add Users: Select the user to add to the approval flow.
  3. Assign Approval Policy Type: Once a user is added, assign an approval policy type (Limit, Title, or Creator).

 

Users Approvals

 

You can assign different approval limits to the same user across various branches of the org chart.

  1. Select the Approval Tree by Users Tab: This tab allows you to view all users and their assigned approval responsibilities.
  2. Add Branches: Add the branches where the user has approval responsibility.
  3. Set Approval Limits: Specify the approval limits for each branch.

 

Manage Groups

 

Create special approval groups for unique needs within the organization.

  1. Create Approval Groups: These groups can include any user and be created for any need.
  2. View and Add Users: Once the group is created, it will appear under the approval tree tab, where you can add users to it.

 

Configuring Budget Approval Flow

 

Approval Tree

 

Similar to the Capex Request Flow, the Approval Tree in the Budget Approval Flow section uses the company’s org chart for setting up approval flows.

  1. Select the business unit (or group): Choose the unit you want to work on.
  2. Add Users: Select the user to add to the approval flow.
  3. Assign Approval Policy Type: Assign an approval policy type (Limit, Title, or Creator) for the user.

 

Users Approvals

 

Assign different approval limits to the same user for budget approvals.

  1. Select the Approval Tree by Users Tab: This tab allows you to view all users and their assigned approval responsibilities for budgets.
  2. Add Branches: Add the branches where the user has approval responsibility.
  3. Set Approval Limits: Specify the approval limits for each branch.
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