Video Transcript
- Before you begin, you must be assigned as a Department Administrator in HIePRO.
- Next, login using your administrator account.
- Select 'Approval Paths.'
- Scroll down and select 'Add Approval Path.'
- Indicate if this approval path is for a solicitation or an award.
- Enter the approval path name.
- There is no specific naming convention.
- Indicate which methods of procurement would require the user to go through this approval path.
- You can choose one or more.
- Indicate if there is an amount or range that would require this approval path.
- If you enter an amount, do not include a dollar sign.
- If you leave this field blank then the user would have to go through this approval path regardless of the amount of the solicitation or award.
- Select the primary approver.
- Next, select the backup approver.
- The backup will be able to approve if the primary is out of office.
- If you leave the backup blank then the primary can choose their own backup when they go out of office.
- You can add multiple approvers.
- The approval path will always go to the first approver first.
- Once the first approver approves it will go to the second approver.
- This will continue for each approver you list.
- You can easily rearrange the approvers so they are in the order you prefer.
- Once complete, select 'Save.'
- Now the approval can be assigned to one or more buyers using the buyer management module.
- Watch the user management video to learn how.
- Select 'Approval Paths.'
- Locate the approval path you want to edit and select 'Edit.'
- Make the necessary changes to the approval path.
- You are able to edit any of the fields.
- Once complete, save your changes.
- If you are going to delete an approval path be sure the buyer is assigned another approval path before proceeding.
- Select 'Approval Paths.'
- Locate the approval path you want to delete and select 'Edit.'
- Select 'Delete.'
- Please note: If you mistakenly delete an approval path you will not be able to restore it.
- You will need to recreate it.
- Department admins have the ability to approve any solicitation within their department.
- This means that if a solicitation is stuck on an approval path because an approver forgot to put themselves out of office OR the approver is no longer with the agency than the department admin can approve the solicitation.
- To begin, go to the search.
- Enter the solicitation number that needs approval.
- Select the solicitation number.
- Scroll to the bottom of the solicitation and click 'Approve.'
- You also have the ability to reject the solicitation but you will be required to enter a reason for the rejection.
- Department admins also have the ability to approve any award within their department.
- To begin, go to the search.
- Select the 'Awards' tab.
- Enter the solicitation number of the award you need to approve.
- Select the award title.
- Scroll to the bottom of the award and click 'Approve.'
- Note: you also have the ability to reject the award but you will be required to enter a reason for the rejection.
- Managing approval paths is easy at hiepro.hawaii.gov.
