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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 a Requisition for Approval

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 detail, 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 of 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

After a new Requisition is submitted for Approval (or resubmitted after a disapproval), the status of this 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

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 Requisition for Approval

If an approver rejects the Pending Requisition, the submitter can select [Resubmit] after making the necessary changes to Requisition content.