Approving a Request[edit]


= Approving&nbsp;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 

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=== To approve a request from Notifications Dashboard: ===

1. '''Click '''the ''Notifications&nbsp;''tile on My Dashboard. This opens the Notifications Dashboard&nbsp;page.
<div class="image-green-border">2. '''Click '''the&nbsp;''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.[[File:NotificationsDashboard.JPG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</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&nbsp;''Add Note'' dialog&nbsp;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: ===

1. '''Click '''on the Tasks tile on My Dashboard. This opens the Tasks Dashboard with a list of all you tasks.

2. '''Click '''the task link This opens the '''Contract Request''' page.

3. '''Click '''the buttons as appropriate:
<ul style="margin-left: 80px;">
<li>Edit</li>
<li>Approve</li>
<li>Reject</li>
<li>Request Review</li>
</ul>

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'''Related Topics:'''&nbsp;[[Requests_Page|Requests Page]]&nbsp;|&nbsp;[[Searching_agreements_and_requests|Searching agreements and requests]]&nbsp;|&nbsp;[[Contract_Type|Contract Type]]