An MLP rule allows specific users within an MLP Level to take actions on proposals for the locations they are assigned to in the MLP Levels section. MLP rules are configured using diverging approval paths for different trades or categories.

You can have multiple rulesets with different approval workflows that are determined by trades and categories.

To access MLP rules, open Menu > MLP Configuration > MLP Rules.

Screenshot showing the MLI configuration on the menu

Approval Workflow

MLP rules check each proposal to determine the appropriate approval workflow based on the criteria in the following order:

The trade and category of each proposal.
The MLP Level that should receive the proposal.
The Actions the users added to that MLP Level can take:
1. Approve
2. Reject
3. Place on Hold
4. Return back
The maximum proposal amount (or Limit) allowed for each action.
After the action taken by an MLP Level user, the rule determines if the proposal should be moved to any other level. For example, forwarded to another level for approval or returned to the first level.
After the action is taken, the proposal is set to a certain proposal status. For example, if the user is at the final approval level, if they approve a proposal, the proposal status becomes Approved.
If you determine the number of days each MLP Level has to act on a proposal, after these days the proposal escalates to the next level in the approval flow. See Auto-Escalating Proposals for details.

In the MLP Rules section, click on one of the existing rulesets to open this ruleset’s configuration or click + Add Rule Set to create a new set for the levels.

The Default Rule Set is created once at least one MLP level is added and must be configured before adding a new ruleset.

Filtering Existing Rulesets

You can filter existing rulesets and view those that contain certain categories, level name, or trade.

⦿ How to Filter Existing Rulesets

Open Menu > MLP Configuration.
(Optional) In the MLP Rules section, click the Category button to change the filtering criteria to:
1. Category
2. Level Name
3. Trade
  
  The Category criterion is selected by default for filtering rulesets.
Select the options from the dropdown list next to the criteria name.

In this Article

Related Articles

Page:

About Notifications, Skips, and Overrides in MLP Ruleset
Page:

About Proposal Auto-Escalation
Page:

Adding an MLP Ruleset
Page:

Adding MLP Levels
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Configuring MLP Approval Permissions for a User
Page:

Configuring MLP Levels
Page:

Configuring MLP Rules
Page:

Configuring Multi-Level Proposals

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