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[[ICM Help| Home]] > [[Requests]]
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= Approving&nbsp;a Request =
  
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A user role defines controls or permissions given to a user. 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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<div>
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      <div style="float:left;width:68%;" >
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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 a request if you are assigned a role of a '''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:request14.png]]<br/>
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=== To approve a request from Notifications Dashboard: ===
  
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The '''Notifications''' page appears.<br/>
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1. '''Click '''the ''Notifications&nbsp;''tile on the ''Home'' page. The Notifications Dashboard&nbsp;page opens.
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2. On the '''Notifications''' page, do the following
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<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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:a. Click '''Contract Request Notifications''' tab. A list of notification categories appear next to the tab.<br/>
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=== To approve a request from Tasks Dashboard: ===
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</div>
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    <div style="float:right;background: #A9A9A9; width:30%; border:1px solid #000000;" align="center"  >
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1. '''Click '''on the Tasks tile on the ''Home ''page. The Tasks Dashboard opens with a list of all you tasks.
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<p> '''Video: Approve a Request''' </p>
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{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-cca923cb-ae33-4aec-9973-dd78cf660f25/xc/2E2CF/v2/embedded?autoplay=true?iframe=true|280|200}}
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</div></div>
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2. '''Click '''the task link. The '''Contract Request''' page opens.
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<div style="clear:both"></div>
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[[File:request15.png]]<br/><br/>
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:b. Under the notifications category, select '''Contract Request Notifications'''.
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3. '''Click '''the buttons as appropriate:
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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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<ul style="margin-left: 80px;">
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<li>''Edit''</li>
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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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:c. Click '''Contract Request Sent for Approval'''.
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&nbsp;
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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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&nbsp;
  
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*'''Edit'''
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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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*'''Approve'''
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*'''Reject'''
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*'''Request Review'''
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4. Click '''Approve''' to approve the request. The '''Add Note''' dialogue box appears. <br/>
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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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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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</font>
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<link-page pagebefore="Send_a_Request_for_Approval|Send a Request for Approval" pageafter="Add_Notes | Add Notes" />
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Latest revision as of 10:06, 18 November 2020

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.RTENOTITLE
 
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 the task link. The Contract Request page opens.

3. Click the buttons as appropriate:

  • Edit
  • Approve
  • Reject
  • Request Review

 

 

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

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