Configuring MLP Levels
MLP Levels are hierarchical lists of users who are appointed to approve proposals across locations. In this area you can create MLP Levels, and then distribute users across MLP levels for those locations.
- At the top-left corner of the screen, click the menu icon and select Admin > Proposals > MLP Configuration. The MLP Configuration page appears.
- Under MLP Levels, click Blank Template to download the MLP Levels template.
- On the MLP Levels template, fill out the following fields:
Column | Description |
Location ID | The desired location IDs for applying MLP. |
General Manager | Add user names to this MLP level. You may use a User Name, User ID, or User’s Email Address to search for users, as configured in the Admin module. |
Director of Operations | Add user names to this MLP level. You may use a User Name, User ID, or User’s Email Address to search for users, as configured in the Admin module. |
Director of Facilities | Add user names to this MLP level. You may use a User Name, User ID, or User’s Email Address to search for users, as configured in the Admin module. |
Note: the level names and number of levels are based on your organizational needs. In order to show that this is not a hard coded names of levels but you can have your names and have more or less levels. Alse please state that Levels shall represents all levels presented in all approval flows. i.e. rule set
4. After adding the location IDs and users, save the template. On the MLP Configuration page, under MLP Levels, click Upload Template to finish the MLP Levels set up.