Overview

This guide will go through the steps on how to approve a requisition, where you are the selected Approver.

Requests & Approvals Screen 

1. If you have any items awaiting your approval, you will see a red circle with a number inside, in the top right of the navigation menu. The number will represent the total number of approvals waiting for the logged in user (not only requisitions).

2. To access the approvals screen, select the Requests & Approvals icon in the right of the navigation menu.

3. The alternate way to access the approvals screen is to navigate to your Dashboards, to the Watch List widget, and select For me to approve.

4. Within the Requests & Approvals screen, you will find a list of Approvals requiring your attention. For each requisition, key details will be segmented into appropriate column names. These include the Requestor, Type of requisition, Reason and Amount.

Note: You will only be able to see items for which you are the selected Approver.

If your user profile has the permission that grants you access to approve all requisitions (ie including requisitions where you were not the nominated approver), add the filter Show all I can approve in order to view all requisitions pending approval.

5. On the Requests & Approvals screen, you will see action buttons to the right of the request lines.

5(a) In order to view the complete details of the request, click on the ellipsis then click View.

5(b) Selecting the tick to the right of the request line will Approve the request.

5(c) Selecting the red x to the right of the request line will Reject the request. 

6. To approve more than one requisition at a time, select the tick box located on the left of the requisition/s you wish to approve.

6(a) Click the drop-down menu from the Actions pop-up.

6(b) Select Approve.