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Setup: How to Add a new PI/Other Approver to your CruzBuy Profile

Summary: Learn how to personalize your PI/Other Approver list in CruzBuy.

Departments define their approval requirements. If someone needs to see your order before it obtains budget approval, then you need to enter someone as a PI/Other Approver.

1. Click the My Profile navigation tab.
2. Click the Purchasing sub tab, then the Custom Fields sub tab.
3. Click the Edit button across from PI/Other Approver.
4. Click the Create New Value button.
5. Search for the person to be added by *last name*.
6. Check the Select box.
7. Click Add Values.

Note: Do not add yourself, as this will only create an extra workflow step.

Last revised: April 15, 2008 (am)       [CruzBuy Reference Manual TOC ]