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[[ICM Help| Home]] > [[Requests]]
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= Approving&nbsp;a Request =
  
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A user role defines a set of control or permission about what a user can do. ICM has the following three predefined user roles for the '''Requests''' feature:<br/>
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A user role defines controls or permissions given to a user. ICI&nbsp;has the following three predefined user roles for the '''Requests''' feature:
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*Requester:    The person  who generates the request (primary owner).
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*Approver:   The person who approves the request.
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*Reviewer:   The person who reviews the request.
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You can approve the requests, only if you are assigned the role of the '''Approver'''. <br/>
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*Requester: The person who generates the request (primary owner).
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*Approver: The person who approves the request.
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*Reviewer: The person who reviews the request.  
  
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To approve a request:<br/>
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An approver can approve a request from these two locations:
  
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1. Click the '''Notifications''' tile on the Home page. <br/>
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*from Notifications Dashboard
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*from your Tasks Dashboard
  
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[[File:Request-Notifications tile.jpg]]<br/>
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&nbsp;
  
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The '''Notifications''' page appears.<br/>
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=== To approve a request from Notifications Dashboard: ===
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2. On the '''Notifications''' page, do the following
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:a. Click '''Contract Request Notifications''' tab. A list of notification categories appear next to the tab.<br/>
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[[File:Contract Request Notifications.png]]<br/><br/>
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1. '''Click '''the Notifications&nbsp;icon on the homepage. The Notifications Dashboard&nbsp;page opens.
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<div class="image-green-border">2. '''Click '''the "Contract Request Notifications" category. This displays a list of all Contract Request notifications.</div> <div class="image-green-border">[[File:Adding Approver-1.PNG|920px|Adding Approver-1.PNG]]</div> <div class="image-green-border">3. '''Click '''"Contract Request Sent for Approval"&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click "'''Approve" to approve the request. This opens the "Add Note" drawer box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click "'''Add". The status of the Request changes to "Approved"'''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
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=== To approve a request from Tasks Dashboard: ===
  
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:b. Under the notifications category, select '''Contract Request Notifications'''.
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1. '''Click '''on the "My Tasks" widget on the homepage. The Tasks Dashboard opens with a list of all you tasks.
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View the automated message displayed on the right side of the page with a link to that particular request page.<br/>
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:c. Click '''Contract Request Sent for Approval'''.
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2. '''Click'''&nbsp;on the task&nbsp;filter and set the filter to '''Contract Request'''.
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Alternatively, you can click the '''Task''' tab to view the notification.
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3. In the automated message body, click the link. The '''Contract Request''' page appears. <br/> On the '''Contract Request''' page, the following buttons appear: 
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3. All the Contract Request will be displayed, open the required contract request.
  
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*'''Edit'''
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4. '''Click '''the buttons as appropriate:
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*'''Approve'''
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<ul style="margin-left: 80px;">
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*'''Reject'''
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<li>Edit</li>
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*'''Request Review'''
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<li>Approve</li>
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<li>Reject</li>
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<li>Request Review</li>
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</ul>
  
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4. Click '''Approve''' to approve the request. The '''Add Note''' dialogue box appears. <br/>
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&nbsp;
  
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5. Type an appropriate note, and then click '''Add'''. The status of the '''Request''' changes to '''Approved'''.<br/>
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'''Related Topics:'''&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Searching_agreements_and_requests|Searching agreements and requests]]&nbsp;|&nbsp;[[Contract_Type|Contract Type]]
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When you (i.e. an approver) reject the request, the status of the request changes to '''Draft''', and you have to go through the approval process again. <br/>
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To learn how send a request for review, click [[Send a Request for Review]]<br/>
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Related Topics:<br/>
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[[Tutorials]]<br/>
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[[Requests]]<br/>
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[[ICM Help]]
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</font>
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Latest revision as of 10:51, 19 January 2022

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.
Adding Approver-1.PNG
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

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