When adding an MLP ruleset, you will configure trades/categories combinations, what actions the MLP users within the level can take on proposals depending on their approval limits and if proposals should be forwarded for further approval in the hierarchy or returned.
MLP levels should be configured before the MLP ruleset.
- To access the MLP Ruleset Configuration page, open Menu > MLP Configuration > MLP Ruleset > + Add Rule Set.
Adding an MLP Ruleset consists of the following steps:
1. Adding a Ruleset Name, Trades, and Categories
2. Adding MLP Levels, Actions, and Limits
3. Configuring MLP Workflow (Forward To, Set Status To, Auto-Escalate)
The configured workflow determines to whom proposals will be forwarded if the limit requires multiple approvals, the end statuses of each action taken at the level, the number of days before the proposal will be automatically escalated to the next approval level.
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