From ICIHelp8.2
| Line 1: | Line 1: | ||
| + | |||
= Approving a Request = | = Approving a Request = | ||
| Line 16: | Line 17: | ||
1. '''Click '''the ''Notifications ''tile on the ''Home'' page. The Notifications Dashboard page opens. | 1. '''Click '''the ''Notifications ''tile on the ''Home'' page. The Notifications Dashboard page opens. | ||
| − | <div class="image-green-border">2. '''Click '''the ''Contract Request Notifications'' category. This displays a list of all Contract Request notifications. | + | <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|720px]]</div> <div class="image-green-border">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.</div> <div class="image-green-border">4.'''Click '''''Approve ''to approve the request. This opens the ''Add Note'' dialog 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"> </div> <div class="note-box">'''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.</div> |
=== To approve a request from Tasks Dashboard: === | === To approve a request from Tasks Dashboard: === | ||
1. '''Click '''on the Tasks tile on the ''Home ''page. The Tasks Dashboard opens with a list of all you tasks. | 1. '''Click '''on the Tasks tile on the ''Home ''page. The Tasks Dashboard opens with a list of all you tasks. | ||
| − | 2. '''Click '''the task | + | 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. | ||
3. '''Click '''the buttons as appropriate: | 3. '''Click '''the buttons as appropriate: | ||
| Line 30: | Line 33: | ||
<li>''Request Review''</li> | <li>''Request Review''</li> | ||
</ul> | </ul> | ||
| − | |||
| − | |||
| | ||
'''Related Topics:''' [[Requests|Requests]] | [[Searching_agreements_and_requests|Searching agreements and requests]] | [[Contract_Type|Contract Type]] | '''Related Topics:''' [[Requests|Requests]] | [[Searching_agreements_and_requests|Searching agreements and requests]] | [[Contract_Type|Contract Type]] | ||
Revision as of 08:06, 23 November 2021
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 tile on the Home page. 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 dialog 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 Tasks tile on the Home page. 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.
3. Click the buttons as appropriate:
- Edit
- Approve
- Reject
- Request Review
Related Topics: Requests | Searching agreements and requests | Contract Type
