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Design Requisition Approvals

Approve a Submitted Requisition

As an approver, the user will receive an email notification, containing links for the following three approval responses: •I want to log in and view the requisition. •I want to approve this requisition without logging in. •I want to not approve this requisition without logging in.

OR

A message on an approver’s Dashboard will indicate Requisitions Needing Approval. The approver can access the Approval Process menu on the Review Requisition detail, containing a Comment field and the following buttons to:

  • Approve — Sends an email message to the submitter by email and moves the process on to the next Selected Approver. After the last approver has approved the Requisition, balanceTRAK may automatically change the Requisition Status to reflect the approval. Typically, the next Status is Accepting Applications.

  • Not Approve — Sends an email message to the submitter and other Selected Approvers by email and: A message in the Approval Process menu will state The Requisition has NOT been approved. After making changes to the Requisition (based on Comments received), the submitter can click [Resubmit] to resubmit the Requisition for approval.

Both the submitter and the approver may view the Approval Process by clicking [View Process] and see the current approval history by choosing [View History].