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Monitor Approval Process Status

RETURN TO: Approve a Requisition

To learn how an Approval Process is initiated, see: Determine an Approval Process.

KEY TOPICS:

  • View Approval Process Status
  • Approval Process Tools for the Requisition Owner
    • Send a 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 the approval status for a Requisition in the Pending category, based on Location access and the software Profile defining their purview.

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

View Approval Process Status

After a new Requisition is submitted for approval (or resubmitted after a disapproval), the approval status can be viewed in the Requisition detail by selecting the Approval Process tab. On this tab, a vertical "flow chart" will indicate progress attained, illustrating anywhere from one approver to multiple decisionmakers, based on your organization's practices.

A pending approval 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.

Approval Process Tools for the Requisition Owner

Send a Reminder

Return to the Approval Process tab to view the statusprocess offlowchart, and locate the currentoutstanding process.approver. To send an email reminder to anthe 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 Requisition changes.