Approving a Request

A user role defines controls or permissions given to a user. ICI 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:

1. Click the Notifications icon on the homepage. The Notifications Dashboard page opens.

2. Click the "Contract Request Notifications" category. This displays a list of all Contract Request notifications.

3. 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.

4.Click "Approve" to approve the request. This opens the "Add Note" drawer box.

5. 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:

1. Click on the "My Tasks" widget on the homepage. The Tasks Dashboard opens with a list of all you tasks.

2. Click on the task filter and set the filter to Contract Request.

3. All the Contract Request will be displayed, open the required contract request.

4. Click the buttons as appropriate:

• Edit
• Approve
• Reject
• Request Review

 

Related Topics: Requests | Searching agreements and requests | Contract Type