16.7 Approving by multiple category option group sets

You can also define approval levels for different category option group sets. To continue the example, suppose that you have various agencies that manage the funding to the different partners. For example, Agency A funds accounts 1A and 2A, while Agency B funds accounts 1B and 2B. You could set up category option groups for Agency A, and Agency B, and make them both part of a category option group set called Agency. So you would have:

Example Multiple Category Option Group Sets
Category option group set Category option group Category options
Partner Partner 1 Account 1A, Account 1B
Partner Partner 2 Account 2A, Account 2B
Agency Agency A Account 1A, Account 2A
Agency Agency B Account 1B, Account 2B

Now suppose that at the country level, you want each partner to approve the data entered by that partner. Once this approval is done, you want each agency to then approve the data from accounts that are managed by that agency. Finally, you want to approve data at the country level across all agencies. You could do this by defining the following approval levels:

Example Multiple Category Option Group Set approval levels
Approval level Organisation unit level Category option group set
1 Country
2 Country Agency
3 Country Partner

Note that multiple approval levels can be defined for the same organisation unit level. In our example, Partner 1 would approve country-wide data at approval level 3 from category options Account 1A and Account 1B. Next, Agency A would approve country-wide data at approval level 2 from category options Account 1A (after approval by Partner 1) and Account 2A (after approval by Partner 2.) Finally, after approval from all agencies, country-wide data can be approved at approval level 1 across all category options. Note that approval level 1 does not specify a category option group set, meaning that it is for approving data across all category options.

This example is meant to be illustrative only. You may define as many category option groups as you need, and as many approval levels as you need at the same organisation unit level for different category option group sets.

If you have multiple approval levels for different category option group sets at the same organisation unit level, you may change the approval ordering in the Settings section, under System Approval Settings . Just click on the approval level you wish to move, and select Move up or Move down . If you have an approval level with no category option groups set, it must be the highest approval level for that organisation unit level.