Create or edit an approval template - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
2020 (10.0)
  1. In the menu tree, navigate to Administration > A.20 Project/Product Group, and double-click A.20.45 Approval Templates.

  2. In the Approval Templates area, enter information about the approval template, such as template name, type, short description, and description.

  3. In the Approval Template Details area, enter the specific users for that template.

  • For approval templates of type Company Profile, Login Request, or Qualification, only users with the Allow Supplier Approval privilege can be added. The Allow Supplier Approval privilege is assigned on the A.20.06.04 User Privileges screen.

  • Depending on your role, you can add user titles by typing text in the Title field. Or, you can open A.20.04 User Titles and manage the titles there. For more information, see User titles.