Three-Tier Workflow

 

Administrator Setup for 3 Tier Workflow
Generally a 3-tiered workflow has the following players (which we will call USER 1, 2 and 3):
OASIS User 1 – (selects and sends request to a reviewer, which could be a Selector or Ratifier)
o   Go to Administration / Manage Account / Security
o   Highlight the USER 1 ID in the top half of your screen
o   Security level for USER 1 is Authorization Required
o   Can be setup as a Lite OASIS user  (unless this is the Administrator) after the security level has been set
o   Can be setup with default Fund, Location, Loan etc…
o   Ratifier must be set to USER 2
o   CLICK SAVE
 
USER 1 OASIS Security screenshot setup
 
OASIS User 2 (reviewer, selector or ratifier) –
o   Go to Administration / Manage Account / Security
o   Highlight the USER 2 ID in the top half of your screen
o   Security level for USER 2 is Authorization Required
o   Can be setup as a Lite OASIS user (unless this is the Administrator) after the security level has been set
o   Can be setup with default Fund, Location, Loan etc…
o   Ratifier must be set to USER 3  - CLICK SAVE
USER 2 OASIS Security screenshot setup
 
OASIS User 3 (ratifier)
o   Go to Administration / Manage Account / Security
o   Highlight the USER 3 in the top half of your screen
o   Security level for USER 3 is Automatic Authorization
o   Can be setup as a Lite OASIS user (unless this is the Administrator) after the security level has been set
o   Can be setup with default Fund, Location, Loan etc… - CLICK SAVE
o   Ratifier box must be checked and the check-out method must be selected:
§ Create Firm Order
§ Download MARC & Clear
§ Download MARC & Order
§ Download Quote & Clear
o   In the box directly below the Ratifier information select My Authorize Orders from the dropdown - CLICK SAVE
USER 3 LITE Security screenshot setup