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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:
 
A user role defines controls or permissions given to a user. ICM has the following three predefined user roles for the '''Requests''' feature:
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<div><div style="float:left;width:68%;">
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*Requester: The person who generates the request (primary owner).  
 
*Requester: The person who generates the request (primary owner).  
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*Approver: The person who approves the request.
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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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*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 in these 2 ways:
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An approver can approve a request from these two locations:
  
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*from Notifications Dashboard
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*from Notifications Dashboard  
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*from your Tasks Dashboard
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*from your Tasks Dashboard  
  
 
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=== To approve a request from Notifications Dashboard: ===
 
=== To approve a request from Notifications Dashboard: ===
  
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#Click the '''Alerts&nbsp;'''tile on [[My_Dashboard|My Dashboard]]. This opens the [[View_Notifications|Notifications Dashboard]]&nbsp;page.
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#Click the '''Alerts&nbsp;'''tile on [[My_Dashboard|My Dashboard]]. This opens the [[View_Notifications|Notifications Dashboard]]&nbsp;page.  
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#<div class="image-green-border">Click '''Contract Request Notifications''' category. This displays a list of all Contract Request notifications.</div> 
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#<div class="image-green-border">Click the&nbsp;'''Contract Request Notifications''' category. This displays a list of all Contract Request notifications.[[File:NotificationsDashboard.JPG]]</div>   
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#<div class="image-green-border">Select '''Contract Request Notifications'''.[[File:NotificationsDashboard.JPG]]</div>   
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<ol start="3">
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#<div class="image-green-border">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.</span></div>
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<li><div class="image-green-border">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> </li>
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<div class="image-green-border">&nbsp;</div>  
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<li><div class="image-green-border">Click '''Approve''' to approve the request. This opens the&nbsp;'''Add Note''' dialog&nbsp;box.</div> </li>
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<li><div class="image-green-border">Type an appropriate note and click '''Add'''. The status of the '''Request''' changes to '''Approved.'''</div> </li>
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</ol>
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<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: ===
 
=== To approve a request from Tasks Dashboard: ===
  
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<li>Request Review</li>
 
<li>Request Review</li>
 
</ul>
 
</ul>
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</div> </div> <ol start="4">
 
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<li>Click '''Approve''' to approve the request. This opens the&nbsp;'''Add Note''' dialog&nbsp;box.</li>
 
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<li>Type an appropriate note and click '''Add'''. The status of the '''Request''' changes to '''Approved'''.</li>
 
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</ol>
 
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<div class="note-box">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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'''Related Topics:'''&nbsp;[[Create_Request_Page|Create a new Request]]&nbsp; | &nbsp;[[Approve_a_Request|Approve a Request]]&nbsp; | &nbsp;[[Cancel_a_Request|Cancel a Request]]&nbsp; | &nbsp;[[Create_a_Structure_of_a_Contract_Request|Create a Structure of a Request]]
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'''Related Topics:'''&nbsp;[[Create_Request_Page|Create a new Request]]&nbsp; | &nbsp;'''Approve a Request'''&nbsp; | &nbsp;[[Cancel_a_Request|Cancel a Request]]&nbsp; | &nbsp;[[Create_a_Structure_of_a_Contract_Request|Create a Structure of a Request]]
  
 
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Revision as of 06:04, 20 March 2017

Approving 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

 

To approve a request from Notifications Dashboard:

  1. Click the Alerts tile on My Dashboard. This opens the Notifications Dashboard page.
  2. Click the Contract Request Notifications category. This displays a list of all Contract Request notifications.NotificationsDashboard.JPG
  1. 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.
  2. Click Approve to approve the request. This opens the Add Note dialog box.
  3. 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 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:
  • Edit
  • Approve
  • Reject
  • Request Review

 

 

Related Topics: Create a new Request  |  Approve a Request  |  Cancel a Request  |  Create a Structure of a Request

 

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