Configuring the Approval Matrix

Complete the following steps to configure an approval matrix:

  1. L og in to the ONE system.

  2. Select Menu/Favs > Administration > Approval Matrix.
    In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The Approval Matrix screen appears with the filters visible.

    images/download/attachments/131834676/image2022-3-17_13-27-35-version-1-modificationdate-1649429305000-api-v2.png



  3. Fill out the filters as desired, and click the Search link.
    The search results display.

    images/download/attachments/131834676/image2022-3-17_13-29-39-version-1-modificationdate-1649429304000-api-v2.png



  4. Click Create to create a new approval matrix.
    The Create screen appears.

    images/download/attachments/131834676/image2022-3-17_13-31-42-version-1-modificationdate-1649429304000-api-v2.png



  5. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Field

    Description

    * Organization

    This field is populated by the system.

    * Model Level Name

    Select a model level name from the dropdown menu.

    * Threshold Field Model

    Select a threshold field model from the dropdown menu.

    * Threshold Field

    Select a threshold field from the dropdown menu.

    * Threshold Value

    Enter a threshold value.

    Additional Identifier

    Enter an additional identifier.

    * Sequence No.

    Enter a sequence number.

    Role

    Select a role using the picker tool.

    User

    Select a user using the picker tool.

    Support Overriding Hierarchy

    Select this checkbox to allow the hierarchy to be overridden.

  6. Click the Create button.
    A success message appears.