Product Documentation
Product Documentation
Breadcrumbs

Project Approval

One a request is submitted, the process for approving is outlined below.

  1. Go to View > Capital Projects > Capital Requests.

    project_approval_1_v0.png

  2. Click the Edit button next to the request that needs approval.

    project_approval_2_v0.png

  3. Click on the Corporate Data tab at the top of the form.

    project_approval_3_v0.png

  4. Review the data submitted and click the Take Action button and select the appropriate action.

    project_approval_4_v0.png

Note

Any Notes added in the notes field will transfer over to the Project List once the project is created. Take Action further explained:

  • Save Changes [email] - Save any updates and emails to the requester

  • Save Changes [no email] - Save the changes only

  • Save & Request more detail [email] - Sends an email to the supplier with the notes and moves the request in Incomplete status

  • Save & Engage Supplier [email] - will send a email to the supplier

  • Save & approve [email] - Approve the request and notifies the requestor

  • Save & Close [email] -Declines the request and notifies the requestor