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Default workflow roles are the workflow roles that are automatically created when a user first creates a contract workflow (see Contract Workflows).
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At the top of the page, select which workflow type you wish to use.
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Tick the Ignore Setup Errors box to allow payment notices and pay less notices to be submitted regardless of any errors with the contract workflow.
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Decide how many default workflow levels you wish to have and tick the box next to the desired number. You can have up to twelve.
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Enter the description, time limit and approval limit for each workflow level. Every level must have a description and each level must have a higher approval limit than the next level down. If either of these criteria are breached, a red warning symbol
will appear next to the relevant field and you will not be able to save your changes until it is rectified. To give a role an unlimited approval limit, tick the box in the Unlimited column. The highest-level role is always locked to unlimited to ensure the workflow remains functional.
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When you are satisfied with the default workflow roles you have set, click
to save your changes.