Define Reviewer Roles in Vista HQ Roles

Assign reviewer roles to users approving pending purchase orders and subcontracts in the portal. Create reviewer roles in Vista HQ Roles.

Users entering or reviewing purchase orders and subcontracts must be assigned a role. You can use HQ Roles in any company.
  1. In Vista, go to Headquarters > Programs > HQ Roles.
  2. Create a new record and enter a name for the Role.
  3. On the Info tab, you can enter a Description to provide more information about the role.
  4. Make sure the Active checkbox is selected, along with each module you may want to use the role in.
  5. On the Spending Limits tab, enter the Type of document (PO or subcontract) and the Spending Limit dollar amount that users assigned to the role can spend without requiring the review/approval workflow process.
  6. On the Users tab, enter any VA Users you want to assign to the role.

    If you assign a user to a role here, the role is automatically set up for the user in their VA User Profile. Any updates to the role or user in either form automatically updates the other form.

  7. Save the new role.