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Limit Workflow Business Rules by Job Class Code

Limit Workflow Business Rules by Job Class Code

Description of Issue

How can we limit workflow by Job Class ranges? We have an ATN rule set up for JOB - Job Class Code, but it is not being honored by the system.

Context

Enterprise ERP

EERP

System Administration

Workflow Business Rules

Cause

Conflicting ATN Business Rules exist with a Type of VER - Verify Approval.

Resolution
  1. Navigate to Workflow Business Rules

    1. EERP > System Administration > Workflow Administration > Workflow Business Rules

  2. Click Add

  3. Define the following fields

    1. Process - ATN

    2. Approvers - One or more Munis User IDs that will approve this rule

    3. Step - Workflow process step

    4. Type - JOB - Job Class Code

    5. Rule Type - Approve

  4. Define Business Rule Ranges

    1. Field - Job Class Code 

    2. From and To ranges

  • Rules that are not defined with a Type of JOB - Job Class Code will function as umbrella rules. For instance, an ATN rule defined as VER - Verify Approval will be applied to all Job Openings, even if a conflicting JOB - Job Class Code rule exists. To restrict ATN rules by Job Class, each rule must be assigned a JOB type and a Business Rule Range. Only then will the system honor the specific ranges. 

Additional Information
  • If you have two rules, one will cover a specific job class range (2000-3000), while the other will apply to the remaining range (1000-1999 AND 3001-ZZZZ). 

  • Please reach out to EERP Human Resources Support with additional questions.