Create ARG

Create an Approval Rule Group

Requirement	M*	Navigation	Prerequisites
1. Create All Roles and Approval Plans	Y	Approval Rules > Roles / Plans
2. Create User profiles for all users who are to fill approver roles.	Y	User > Profile
3. Create ARG Header Detail: Name, Key and Description.	Y	Approval Rules > Approval Rule Groups
4. Select a Parent Group	N	Approval Rules > Approval Rule Groups	Parent ARG created
5. Insert and Save	Y		Header detail entered (3)
6. Search back to perform assignments.	Y	Approval Rules > Approval Rule Groups	Create group header (5)
7. Select Approval Plan(s): at least one but only one of each type. (Requisition or Purchase Order or Change Order or Invoice Settlement)	Y		Approval Roles and Plans created (1)
8. Assign users to all Roles that are used in all the plans assigned.	Y		Approver’s user profiles created (2)
9. Assign Financial Tracking Code Segment values if Plan Approval Roles are resolved by Segment Value	N		Financial Tracking Code Values created
10. Assign membership rights to users	Y		User Profiles created
11. Optionally also assign membership rights by organisation	N		Organisation level created

*M = Mandatory for this primary task. Y= Yes, N= No