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AUTHORITY MATRIX

CASCADING APPROVAL

AUTHORUTY MATRIX:

  • The data structure that supplies an ordered list of approvers used by an approval shape's cascading approval feature.
  • More flexible than reporting structure.
  • It supports routing to other entities outside of the reporting stucture.

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A list of approvers is processed until the action is rejected or the last approver in the list approves the action.

An Approval list is based on:

  • Reporting Structure - That allows receiving approval from people on different levels of an organizational chart.
  • Authority matrix - It is a series of approval, either can be inside as well as outside the organizational hierarchy.

CASE APPROVAL

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One: The reporting manager/workgroup manager.

All : Entire manager hierarchy

Custom: Number of levels are needed to evaluate when rules.

Case approvals are decision points at which one or more users decide whether to approve or reject a case.

• Approvals can be added to a business process to seek consent from users with different roles or levels of expertise.

• Email and mobile push notifications can be configured for approvals.

Single level approval

REPORTING STRUCTURE

EXAMPLE

Example

An student submits a request a leave. leave requests is incharge, who either approves or rejects the request.

Actions for approved or rejected:

if approves then: if rejected then:

-Continue -Resolve

-Change stage -Continue

-Change stage

  • A single user will be assigned the task of approving or rejecting a step. That is receive approval from a single user by indicating a specific user, work queue or business logic.

  • Specific user: Single user will be assigned the task of approving or rejecting an action.
  • Work queue: A list of approval for a group of user, usually managers, assigned the task of approving or rejecting.
  • Business logic: create custom routing option to ensure approvals are routed to the most appropriate user ,usually a manager.

TECHSHOW '22

APPROVAL / REJECT STEP

APPROVAL BASED ROUTING

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Single level approval

Cascading approval

CASE APPROVAL

AUTHORITY MATRIX EXAMPLE

Approval in pega platform are configured by using the Approval/Reject step.

Assigns a task to a user, typically , to review case information and then decide whether the case is approved.

• To configure an Approve/Reject step, define who is assigned to the approval and how the case proceeds if the case is approved or rejected.

• The approval step routes a case to one or more reviewers, based on a username, reporting structure, or authority matrix.

TEAM MEMBERS:

Sneha E - ECE

Nivetha M -ECE

Sharanya M - ECE

Nithin Kumar - ECE

Raja Narayanan -ECE

Smitha J.A- ECE

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THANK YOU

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