Route Form to Parent Unit

This article explains how to configure the prior approval workflow to start at the parent level, one tier higher in the organizational hierarchy. For instance, prior approval forms submitted at the Division level will initiate their review process at the Department level.

To change the prior approval workflow to begin at the parent level:

1. Select the App Admin tab. 
2. Select the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.
3. Select the Departments button.
4. Select the Unit button and locate the unit you want to update. You can use the (a) "Department Hierarchy Tree Structure" button or (b) you can click on the department/unit title links until you get to the appropriate location. 
5. Once you are at the appropriate location, select the Edit button.
6. Go to the Skip unit and route to parent? option and select Yes.
7. Click Submit to save the changes. The forms for that unit will now be routed up one level to the parent unit.