Setting up the Requisition Approval Workflow

There are 3 elements to setting up the basic requisition workflow:

1. Setting up the relevant ‘States’ and the corresponding statuses: is done in the same way as described here

2. Defining the Approval form templates to be used for new jobs (as below)

3. Defining the email templates - Learn more



As a super user, Go to Admin > Customize > ‘Approval Process’ tab (as shown below). This new section has been added allowing the form to be created that is used by the approver when they click the link in the email that they receive. The definition of this form works in the same way as creating any other forms in the system.