Tutorial: Configure Basic Approval Routing (DOA)

Goal: Set up standard approval limits using Delegation of Authority (DOA) datasets, ensuring documents are automatically routed to the correct approvers based on financial limits and business dimensions (like Department or Cost Centre).

Persona: Chloe Davis (IT Systems Administrator)

This tutorial guides you through accessing, understanding, editing, and testing your DOA dataset.

Steps:

1. Access and Understand the DOA Dataset
2. Add or Edit Approval Rules
3. Test the DOA Configuration

Let's start by locating and understanding your DOA dataset.