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Uploading MLP Levels via Template

Uploading MLP Levels via Template

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.

⦿ How to Add Users to MLP Levels
  1. At the top-left corner of the screen, click the menu icon and select Admin > Proposals > MLP Configuration. The MLP Configuration page appears.
  2. Under MLP Levels, click Blank Template to download the MLP Levels template.
  3. 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.

Level names and numbers of levels are based on your organizational needs. You can have different level names and have more or fewer levels. 

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.

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