In this article, we will provide you with a comprehensive overview of the Method Request approval process and guide you through the steps to approve or decline a Request within the system.
Fast Facts
- The approver is required to take action in either approving or declining the request.
- Approver permissions can be granted to multiple users.
- Users receive notifications in the bell notification center regarding updates to their Requests.
Request Statuses
Approved
- The request has undergone a thorough review and has been approved by the approver.
- Purchase Order(s) have been sent out to the appropriate Supplier contact(s).
Declined
- The request has been declined by the approver and requires further review.
- The decline functionality will prompt the approver to provide a reason for declining the request.
- Users have the ability to choose a reason from a selection and utilize a text field to provide a personalized note to the requester.
- Declined requests cannot be edited, but they have the option to be duplicated, modified, or resubmitted.
How to Approve/Decline Requests
1. To approve or decline a Request, simply click on the "Approve" option located in the main menu on the left-hand side.
2. Locate the request you wish to review and click on its corresponding name or number.
3. Review the request and decide whether you want to approve, decline, or edit it.
4. Click on Approve or Decline Request. If you would instead like to edit the request, click the ellipses menu and then select Edit.
Approve:
- The system will provide a confirmation prompt to ensure that you want to approve the request or cancel. If you choose to approve, simply select the option again and the request will be updated to the Approved status, and purchase orders will automatically be sent out.
Decline:
- Upon selecting the option to Decline Request, a menu will appear, prompting you to provide a reason for the Decline.
- Choose the reason for declining and, if you wish, provide a description in the text field. Finally, click on "Decline Request" to complete the decline process.
- A notification will be sent to the user who submitted the request, informing them of the decline and the reason provided by the approver.
Edit:
- After clicking on the "Edit" option, the screen will enable you to make edits to the request. Once you have finished making your changes, simply click on "Save Changes" to finalize them. You will then be brought back to the Approve/Decline page. If you decide to cancel your changes, you can click on "Cancel".
