Each Review Policy can be split into different dollar value ranges, and route transactions differently within the ranges. Each range is independent. As an example, consider the below policy:
- Below $200, no transaction review is required;
- Between $200-$500, the transaction is routed to the individual’s direct manager for review;
- and above $500, the transaction is routed to the CFO for review.
A transaction for $650 would be routed to the CFO only, and would bypass the individual’s direct manager.
How do I support multiple reviewers?
You can set up different steps within each range. Using the above example, you could specify that between $200-$500, the transaction should first be routed to the individual's direct manager, and then a subsequent step routing it to the CFO.
How do I support alternative reviewers?
You can allow multiple people to view a request simultaneously, and allow either of them to review the transaction. Using the above example, you could specify that between $200-$500, the transaction should be routed to the individual's direct manager or to the CFO within the same step.