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Administrator Guide
Last Updated: 2024-03-08
Concept: Consolidated Approval Chain Step

Concept: Consolidated Approval Chain Step

A
Consolidated Approval Chain
 step combines the properties of a
Consolidated Approval
 step and an
Approval Chain
 step. You can add the step to a business process definition and configure it by selecting
Business Process
Configure Consolidated Approval
 from the related actions menu of the step.
You can require designated approvers to enter a comment before they can approve the step. Access the
Maintain Additional Step Configuration
 task from the related actions menu of the step and select the
Require a Comment
 check box. This requirement also applies to the Bulk Approve task. Note that selecting the
Disable Comments
 check box on the
Edit Tenant Setup - Business Processes
 task overrides the
Require a Comment
 check box.
When you configure a
Consolidated Approval
 step or a
Consolidated Approval Chain
 step, Workday displays a critical exception if the approval policy of related subprocesses don't include the same security groups as the consolidated approval step. You can run the
Business Process Exception Audit
 report to view a list of critical exceptions and take action to resolve them.
To determine the next-level approver of the step, you can configure the
Consolidated Approval Chain
 step to route based on:
  • Management hierarchy. Workday routes the step to the manager of the person's position, then to the manager of the person's manager in the position, and so on. Workday bases all event routings on the person's position. By default, Workday uses position-based routing to route approval chain steps if you don't enable organization-based routing.
    You can enable the
    Enable Enhanced Position-Based Approval Chain Routing
     check box on the
    Edit Tenant Setup - Business Processes
     task to consistently evaluate all approvers in each level of a
    Consolidated Approval Chain
     business process step when a person reports to 1 or more managers in their position. Workday recommends that you consider enabling this enhanced position-based approval chain routing functionality even if people in your organization might not have multiple managers. When you configure a
    Consolidated Approval Chain
     step on your business process definition, select a constrained role-based security group for the step.
  • Organization hierarchy. Workday routes the step to the manager of the person's organization, and then to the manager of the second-level organization. Workday then routes the step to the manager of the third-level organization, and so on, up the organization hierarchy.
    To route with an organization-based hierarchy, you can access the
    Maintain Advanced Routing
     task from the related actions menu of the business process step. On the task, select the
    Organization-Based Routing
     check box. On the
    Consolidated Approval Chain
     step, you can only select constrained role-based security groups. Workday recommends that you select a security group for the step that has access rights configured for the current organization and unassigned subordinates.