Approve a Request - Revision history

IDT-1 at 10:51, 19 January 2022

2022-01-19T10:51:30Z

IDT-1 at 17:49, 19 December 2021

2021-12-19T17:49:12Z

IDT-1 at 08:07, 23 November 2021

2021-11-23T08:07:53Z

IDT-1 at 08:06, 23 November 2021

2021-11-23T08:06:50Z

WikiSysop at 10:06, 18 November 2020

2020-11-18T10:06:00Z

WikiSysop at 10:45, 17 November 2020

2020-11-17T10:45:06Z

IDT-1 at 09:45, 31 July 2020

2020-07-31T09:45:21Z

IDT-3 at 04:49, 15 May 2019

2019-05-15T04:49:28Z

IDT-3 at 04:49, 15 May 2019

2019-05-15T04:49:07Z

IDT-3 at 04:48, 15 May 2019

2019-05-15T04:48:39Z

@@ Line 1: / Line 1: @@
 = Approving&nbsp;a Request =
@@ Line 14: / Line 13: @@
 *from your Tasks Dashboard
 === To approve a request from Notifications Dashboard: ===
-. '''Click '''the ''Notifications&nbsp;''tile on the ''Home'' page. The Notifications Dashboard&nbsp;page opens.
+. '''Click '''the Notifications&nbsp;icon on the homepage. The Notifications Dashboard&nbsp;page opens.
-<div class="image-green-border">2. '''Click '''the&nbsp;''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.</div> <div class="image-green-border">[[File:Adding Approver-1.PNG|920px|Adding Approver-1.PNG]]</div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval''&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click '''''Approve ''to approve the request. This opens the&nbsp;''Add Note'' dialog&nbsp;box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click '''''Add''. The status of the Request changes to ''Approved'''''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
+<div class="image-green-border">2. '''Click '''the "Contract Request Notifications" category. This displays a list of all Contract Request notifications.</div> <div class="image-green-border">[[File:Adding Approver-1.PNG|920px|Adding Approver-1.PNG]]</div> <div class="image-green-border">3. '''Click '''"Contract Request Sent for Approval"&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click "'''Approve" to approve the request. This opens the "Add Note" drawer box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click "'''Add". The status of the Request changes to "Approved"'''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
-−
 === To approve a request from Tasks Dashboard: ===
-. '''Click '''on the Tasks tile on the ''Home ''page. The Tasks Dashboard opens with a list of all you tasks.
+. '''Click '''on the "My Tasks" widget on the homepage. The Tasks Dashboard opens with a list of all you tasks.
 . '''Click'''&nbsp;on the task&nbsp;filter and set the filter to '''Contract Request'''.
@@ Line 30: / Line 29: @@
 . '''Click '''the buttons as appropriate:
 <ul style="margin-left: 80px;">
-<li>''Edit''</li>
+<li>Edit</li>
-<li>''Approve''</li>
+<li>Approve</li>
-<li>''Reject''</li>
+<li>Reject</li>
-<li>''Request Review''</li>
+<li>Request Review</li>
 </ul>

@@ Line 13: / Line 13: @@
 *from Notifications Dashboard
 *from your Tasks Dashboard
 === To approve a request from Notifications Dashboard: ===
 . '''Click '''the ''Notifications&nbsp;''tile on the ''Home'' page. The Notifications Dashboard&nbsp;page opens.
-<div class="image-green-border">2. '''Click '''the&nbsp;''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.</div> <div class="image-green-border">[[File:Adding Approver-1.PNG|720px]]</div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval''&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click '''''Approve ''to approve the request. This opens the&nbsp;''Add Note'' dialog&nbsp;box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click '''''Add''. The status of the Request changes to ''Approved'''''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
+<div class="image-green-border">2. '''Click '''the&nbsp;''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.</div> <div class="image-green-border">[[File:Adding Approver-1.PNG|920px|Adding Approver-1.PNG]]</div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval''&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click '''''Approve ''to approve the request. This opens the&nbsp;''Add Note'' dialog&nbsp;box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click '''''Add''. The status of the Request changes to ''Approved'''''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
 === To approve a request from Tasks Dashboard: ===

@@ Line 18: / Line 18: @@
 . '''Click '''the ''Notifications&nbsp;''tile on the ''Home'' page. The Notifications Dashboard&nbsp;page opens.
 <div class="image-green-border">2. '''Click '''the&nbsp;''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.</div> <div class="image-green-border">[[File:Adding Approver-1.PNG|720px]]</div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval''&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click '''''Approve ''to approve the request. This opens the&nbsp;''Add Note'' dialog&nbsp;box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click '''''Add''. The status of the Request changes to ''Approved'''''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
 === To approve a request from Tasks Dashboard: ===
@@ Line 26: / Line 27: @@
 . All the Contract Request will be displayed, open the required contract request.
 . '''Click '''the buttons as appropriate:
 <ul style="margin-left: 80px;">
 <li>''Edit''</li>

@@ Line 1: / Line 1: @@
 = Approving&nbsp;a Request =
@@ Line 16: / Line 17: @@
 . '''Click '''the ''Notifications&nbsp;''tile on the ''Home'' page. The Notifications Dashboard&nbsp;page opens.
-<div class="image-green-border">2. '''Click '''the&nbsp;''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.[[File:NotificationsDashboard.JPG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval''&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click '''''Approve ''to approve the request. This opens the&nbsp;''Add Note'' dialog&nbsp;box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click '''''Add''. The status of the Request changes to ''Approved'''''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
+<div class="image-green-border">2. '''Click '''the&nbsp;''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.</div> <div class="image-green-border">[[File:Adding Approver-1.PNG|720px]]</div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval''&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click '''''Approve ''to approve the request. This opens the&nbsp;''Add Note'' dialog&nbsp;box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click '''''Add''. The status of the Request changes to ''Approved'''''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
 === To approve a request from Tasks Dashboard: ===
 . '''Click '''on the Tasks tile on the ''Home ''page. The Tasks Dashboard opens with a list of all you tasks.
-. '''Click '''the task link. The '''Contract Request''' page opens.
+. '''Click'''&nbsp;on the task&nbsp;filter and set the filter to '''Contract Request'''.
 . '''Click '''the buttons as appropriate:
@@ Line 30: / Line 33: @@
 <li>''Request Review''</li>
 </ul>
 &nbsp;
 '''Related Topics:'''&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Searching_agreements_and_requests|Searching agreements and requests]]&nbsp;|&nbsp;[[Contract_Type|Contract Type]]

@@ Line 2: / Line 2: @@
 = Approving&nbsp;a Request =
-A user role defines controls or permissions given to a user. ICM has the following three predefined user roles for the '''Requests''' feature:
+A user role defines controls or permissions given to a user. ICI&nbsp;has the following three predefined user roles for the '''Requests''' feature:
 *Requester: The person who generates the request (primary owner).

← Older revision		Revision as of 10:45, 17 November 2020
Line 35:		Line 35:


−	'''Related Topics:''' [[~~Requests_Page~~\|Requests ~~Page~~]] \| [[Searching_agreements_and_requests\|Searching agreements and requests]] \| [[Contract_Type\|Contract Type]]	+	'''Related Topics:''' [[Requests\|Requests]] \| [[Searching_agreements_and_requests\|Searching agreements and requests]] \| [[Contract_Type\|Contract Type]]

@@ Line 14: / Line 14: @@
 &nbsp;
@@ Line 19: / Line 20: @@
 . '''Click '''the ''Notifications&nbsp;''tile on My Dashboard. This opens the Notifications Dashboard&nbsp;page.
-<div class="image-green-border">2. '''Click '''the&nbsp;''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.[[File:NotificationsDashboard.JPG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval''&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click ''''''Approve''' to approve the request. This opens the&nbsp;''Add Note'' dialog&nbsp;box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click '''''Add''. The status of the Request changes to ''Approved'''''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
+<div class="image-green-border">2. '''Click '''the&nbsp;''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.[[File:NotificationsDashboard.JPG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval''&nbsp;and view the automated message displayed on the right side of the page with a link to that particular request page.</div> <div class="image-green-border">4.'''Click '''''Approve ''to approve the request. This opens the&nbsp;''Add Note'' dialog&nbsp;box.</div> <div class="image-green-border">5. '''Type '''an appropriate note and '''click '''''Add''. The status of the Request changes to ''Approved'''''.'''</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When the approver&nbsp;rejects the request, the status of the request changes to ''Draft&nbsp;''and the request has to go through the approval process again.</div>
 &nbsp;