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Form to create role definitions for approval processes

The AP:Role form opens when you click View or Create on the Role tab of the AP:Administration form. Process administrators use this form to create role definitions for approval processes. See Defining-roles-for-an-approval-process.

Related topics

Managing-signatures-for-multiple-approvers

AP:Role form—Role Information tab

Brws_APRole_New.gif

For more information about the Administrative Information tab, see Form-to-create-delete-maintain-and-search-alternative-approvers.

Fields on the AP:Role form—Role Information tab

Field

Description

Role Name

Type the name for this role.

If Multiple Approvers

Select one of the options:

  • One must sign—A single signature entry is created for all individuals in the Member List field. Only one individual needs to take action.
  • All must sign—Separate signature entries are created for all individuals in the Member List field. All individuals must take action for the request to move forward.

This field is valid only if more than one entry exists in the Member List field.

Status

Use the drop-down list to select the status of this role.

  • Active—This role can be used by any approval process.
  • Inactive—This role is disabled for all approval processes.

Member List

Type the  user name for each person who is a member of this role. Use a semicolon (:) as a separator between names.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

AR System 22.1