From ICIHelp8.1
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#Click the '''Alerts '''tile on [[My_Dashboard|My Dashboard]]. This opens the [[View_Notifications|Notifications Dashboard]] page. | #Click the '''Alerts '''tile on [[My_Dashboard|My Dashboard]]. This opens the [[View_Notifications|Notifications Dashboard]] page. | ||
| − | #<div class="image-green-border">Click the '''Contract Request Notifications''' category. This displays a list of all Contract Request notifications.[[File:NotificationsDashboard.JPG]]</div> | + | #<div class="image-green-border">Click the '''Contract Request Notifications''' category. This displays a list of all Contract Request notifications.[[File:NotificationsDashboard.JPG|RTENOTITLE]]</div> |
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<li><div class="image-green-border">Click '''Contract Request Sent for Approval''' and view the automated message displayed on the right side of the page with a link to that particular request page.</div> </li> | <li><div class="image-green-border">Click '''Contract Request Sent for Approval''' and view the automated message displayed on the right side of the page with a link to that particular request page.</div> </li> | ||
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| − | '''Related Topics:''' [[Create_Request_Page|Create a new Request]] | + | '''Related Topics:''' [[Create_Request_Page|Create a new Request]] | [[Cancel_a_Request|Cancel a Request]] | [[Create_a_Structure_of_a_Contract_Request|Create a Structure of a Request]] |
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Revision as of 06:23, 20 August 2018
Approving a Request
A user role defines controls or permissions given to a user. ICM has the following three predefined user roles for the Requests feature:
- Requester: The person who generates the request (primary owner).
- Approver: The person who approves the request.
- Reviewer: The person who reviews the request.
An approver can approve a request from these two locations:
- from Notifications Dashboard
- from your Tasks Dashboard
To approve a request from Notifications Dashboard:
- Click the Alerts tile on My Dashboard. This opens the Notifications Dashboard page.
- Click the Contract Request Notifications category. This displays a list of all Contract Request notifications.
- Click Contract Request Sent for Approval and view the automated message displayed on the right side of the page with a link to that particular request page.
- Click Approve to approve the request. This opens the Add Note dialog box.
- Type an appropriate note and click Add. The status of the Request changes to Approved.
Note: When the approver rejects the request, the status of the request changes to Draft and the request has to go through the approval process again.
To approve a request from Tasks Dashboard:
- Click on the Tasks tile on My Dashboard. This opens the Tasks Dashboard with a list of all you tasks.
- Click the task link This opens the Contract Request page.
- Click the buttons as appropriate:
- Edit
- Approve
- Reject
- Request Review
Related Topics: Create a new Request | Cancel a Request | Create a Structure of a Request
