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Monitor Approval Process Status

RETURN TO: Approve a Requisition

For instructions on how to initiate an Approval Process, see: Determine an Approval Process.

KEY TOPICS:

  • View Approval Process Status
  • Tools for the Requisition Owner
    • Send an Approval Reminder
    • Resubmit Request to an Approver
    • View an Approver's Comments
    • Restart or Cancel the Approval Process

Review and Facilitate Requisition Approvals

Both the submitter of an Approval request and the designated approver(s) can review Approval Process status in the Requisition, based on Location access and the software Profile defining their purview. Of course, the active phase for Approvals will occur while the Requisition is in the Pending Category. Once the process is successful (and the Requisition is Open), you can go back and review documentation on the obtained Approvals, as needed.

Quick Tip: If you are an approver, you can respond to requests via the Pending Approvals tile on the Home page Dashboard.

View Approval Process Status

The status of an Approval request can be viewed on the Requisition detail > Approvals tab. On this tab, an upper banner will indicate the current status. Below that, a vertical flow diagram will detail the process, outlining anywhere from one approver to multiple decisionmakers, based on your organization's practices.

Reminder: In the Add New Requisition wizard, the task area is called Approval Process to reflect that a process is undergoing development. Subsequently, the tab in an existing Requisition will indicate Approvals are being obtained and tracked.

A pending request will be indicated by an Open circle to the left of the approver's name, and a personalized message at the top of the tab indicates: This requisition is awaiting [User name, or your] approval.

A completed step in the Approval Process will be indicated as follows:

  • A positive Approval is represented by Check mark to the left of each approver's name and labeled with a date. Once the Requisitions is approved, a tagline will display below above the chart: The approval process for this requisition has been completed.

    • OR

  • If an Approval was declined, that will be indicated by an "X" to the left of the approver's name, and the following message displays above the chart: The approval process for this requisition was not completed successfully.
    • The submitter can resubmit the Requisition, as outlined in this article, below.

Tools for the Requisition Owner

In addition to monitoring Approval status, the Requisition owner will have access to tools in the Approvals flow chart that facilitate the ongoing Approval Process. In addition to reminding an approver about an overdue response, you can resubmit a request to an approver who declined, or restart/cancel the process entirely from the Approvals tab.

Send an Approval Reminder

Quick Tip: Based on your organization's settings, Pending Requisitions that have exceeded a specified time period may be labeled with a Watch icon on the Requisition list.

Return to the Approvals tab to view the process outline, and locate the outstanding approver. To send an electronic reminder to the approver, click the Email icon, located adjacent to the approver's name.

Resubmit a Request to an Approver

If an approver rejects the Pending Requisition, the submitter can select the Resubmit icon, next the approver's name/decision entry, after making the necessary changes to Requisition content.

View an Approver's Comments

If an Approver has included Comments in his or her response, the View icon will display next to the approver's name/decision entry. Click this icon to expand the entry and show the Comments.

Restart or Cancel an Approval Process

When applicable, a pair of intuitive toolbar buttons will display on the Approvals tab. While the Resubmit icon restarts a request to an individual approver, the [Restart Approval Process] allows you to restart the entire process.

Also when applicable, click the [Cancel Approval Process] button to stop the process. To confirm the cancellation, click the [OK] button in the provided pop-up. Any approvers who received aan Approval request prior to the cancellation will see an alert banner when they attempt to respond to the request.respond.