Request Approval

Request approval follows the same pattern as document and order approval. See Document Approval for the full general flow.

Approving a Request

1. Open the request from the Approvals tab or the Dashboard.
2. Review the request details, justification, and attachments.
3. Click Approve.
4. Optionally add an Approval Statement.
5. Click Confirm.

If this is the last step in the chain, the request state changes to Approved and the requester is notified.

Rejecting a Request

1. Open the request.
2. Click Reject.
3. Enter a Rejection Reason (mandatory).
4. Click Confirm.

The request is returned to the requester. They can update and re-submit, or close the request.

Delegation

If you are unable to act on a request, your configured substitute can approve on your behalf. See Managing Substitutes.

An Administrator can also manually reassign an approval step:

1. Open the request detail page.
2. Click Reassign next to the pending step.
3. Select the new approver and confirm.

After Approval

Once a request is approved, the next step is typically to convert it to a Purchase Order.