This guide describes the Multiple Approvers enhancement included in Kimble Release Winter 19. We have also attached a .pdf version for your convenience.
In Kimble’s Winter 19 Release, Kimble has introduced the ability to set up multiple parallel Approvers for each step of a Timesheet or Expense Claim Approval Workflow on a Delivery Element.
This enhancement uses a feature introduced in Summer 18, Engagement Actors, to determine group membership in the Approval grouping.
When a Time or Expense Approval Request is submitted, and parallel approvers are set up, the Approval Request is routed to all Engagement Actors specified – up to ten users – and any one of those parallel approvers can Approve or Reject the Approval Request.
To enable parallel approvers in your approval process, please have your System Administrator contact Kimble. Once enabled, follow the steps in this guide to dictate that a Timesheet or Expense Claim Approval Step should be handled by a set of parallel Approvers.
Note that if your org will utilize Multiple Parallel Approvers as well as the pre-existing single approvers, an additional Salesforce Approval Process will need to be created. For assistance with Salesforce Approval Processes, please have your System Administrator contact Kimble.
In Summer 18, Kimble introduced the ability to designate an Actor Role for a Kimble User or Salesforce Contact on a Delivery Engagement.
In Winter 19, to support the use of Engagement Actors as Approvers, Kimble has added a Delivery Element dropdown to each Engagement Actor, allowing a User or Contact to have different Actor Roles on different Delivery Elements or to play the same role across all Elements within the Engagement.
To learn more about how to set up Engagement Actors, see the Summer 18 Engagement Actors Feature Guide here.
To route an Approval Step to a set of up to ten Engagement Actors with the same Actor Role:
- Navigate to Approval Rules for a Delivery Element.
- Click Edit to the left of the Approval Rule you would like to manage.
Engagement Actors can only be used to determine routing for an Approval Step for the Timesheet and Expenses Approval Rules.
This opens the Edit Approval Rule window.
- For the Appropriate Approval Step (Approver 1 Type or Approver 2 Type), select Delivery Actor Role from the Approver Type dropdown.
A new dropdown menu, Approver x Actor Role, appears below the Approver x Type dropdown.
- Select the Engagement Actor Role that defines the group of parallel Approvers that this Approval Type should be routed to at this step.
- Click .
Once the Approval Workflow reaches this Approval Step, the Approval Request will be routed simultaneously to all those Users with the Actor Role defined at either the Element or Engagement level. If there are more than 10, the priority is to those at the Element level. The first Approver to act – approving or rejecting the Approver Request – will determine whether the Timesheet or Expense Claim is approved.