Transfer Credit Approval Processes

Configuration checklist

Your tasks

Create a new approval process 

• Select a workflow 

  • No Pre-Approval, 1 Credit Approval 

  • 1 Pre-Approval, 1 Credit Approval 

  • 2 Pre-Approvals, 1 Credit Approval 

  •  Auto Approval 

• Input a title for the Transfer Credit Form 

• Build the form by selecting fields to include 

• Select Approvers for form (could include Pre-Approvers and Credit Approvers 

• Turn the form on by sliding the dial on the Approval Process screen 

You are ready for Configuration Notifications.