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Monitor Approval Process Status

RETURN TO: Approve a Requisition

KEY TOPICS:

  • View Approval Process Status
  • Approval Process Tools for the Requisition Owner
    • Send a Reminder
    • Resubmit a Requisition for Approval

RELATED TOPIC:


Review Progress of and Facilitate Pending Approvals

Based on Location and Profile permissions, both the submitter (i.e., Requisition owner) and any approvers can review Approval Process status for a Pending Requisition that falls within their purview.

View Approval Process Status

After a Requisition is created (or resubmitted for approval after approval was declined), 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.

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 the tab header: 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 below the tab header: 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

Resubmit a Requisition for Approval

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