Work Flow Wizard Approval Window

The Work Flow Wizard Approval window sets the work flow preferences for what happens after a bill is saved. If the Use bill approval system checkbox is checked, saved bills will automatically be 'routed' to an "Unapproved" folder that is visible in the Work Flow Manager.

NOTE: If electronic bill import is used, the Work Flow Manager provides a Waiting to Verify folder as a holding area until the integrity of imported data can also be verified.

1. If desired, select the Use bill approval system option to 'route newly-entered bills to an "Unapproved" folder of the Work Flow Manager following bill entry.  Bills in this folder of the Work Flow Manager can then be verified by appropriate supervisory personnel.  If the Use bill approval system option is not used, bills are immediately given a status of "Approved" upon entry.

2. If desired, select the Enable automatic approval process option to set up an automatic bill verification procedure. When auto-approval is enabled, the user is recorded as SYSTEM to indicate that the bill was automatically approved.

   1. Select the audit group from the drop-down list.

   2. Select the minimum severity level required to approve the bill.

   3. Select when the audit should automatically execute.

      1. After Entry- Audits are performed after bills are entered and saved.

      2. After Batch- Audits are performed after batches are closed.

      3. Never- Audits are not performed automatically.

3. If desired, select the Confirm edit/delete of approved bills check box to have a confirmation message window appear when users attempt to modify or delete approved bills.
   
   !Modifying or deleting approved bills can create discrepancies in data. EnergyCAP Enterprise recommends selecting this option for security and data integrity purposes!
4. After making your selections, click Next. The Work Flow Wizard Header page appears.