Deactivating a workflow approver

Owned by Knowledge Assistant
Dec 16, 2024
1 min read
Description of Issue

  • Deactivating a workflow approver

  • Inactivating a workflow approver

  • Removing a workflow approver

  • User has left the business, how to inactivate the existing workflow?

Context

  • General Ledger

  • Budget

  • Projects

Cause

A user has left the company requiring the user to be removed from the existing workflow set up.

Resolution

MUNIS > System Administration > Workflow Administration > Workflow User Attributes

Step 1:

    1. Click Search

    2. Type in the User Id, Name or Email address

    3. Click Accept

    4. Click Forwarding Changes

    5. Checkoff Enable forwarding of all work to this approver (unless directed by process below)

    6. Pick a user to transfer all the existing approvals to: User ID for approvals

    7. Click Accept

    8. Click Yes to confirm forwarding all existing workflow to the new approver


Step 2: After all existing workflow that was forwarded is approved: 

    1. Click Search

    2. Type in the User Id, Name or Email address

    3. Click Accept

    4. Click Demote as a User is a workflow approver

    5. In the pop up, Click Continue



Additional Information