Creating Approval Matrices

Complete the following steps to create approval matrices:

1. L og in to the ONE system.

2. Click Menus/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 opens.
   
   

   

   
   
   

3. Click the Search link.
   The search results appear.
   
   

   

   
   
   

4. Click the Create button to create a new approval matrix.
   The Create screen opens.
   
   

   

   
   
   

5. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   * Organization	This field is auto-populated.
   * 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 any additional identifiers.
   * 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 support hierarchy overriding.

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