Reviewing and Approving a Request - Revision history

IDT-1 at 10:31, 19 January 2022

2022-01-19T10:31:07Z

IDT-1 at 12:07, 23 December 2021

2021-12-23T12:07:17Z

IDT-1 at 09:48, 25 November 2021

2021-11-25T09:48:46Z

Sdk at 10:56, 24 May 2021

2021-05-24T10:56:29Z

WikiSysop at 10:50, 17 November 2020

2020-11-17T10:50:59Z

IDT-3 at 11:39, 10 May 2019

2019-05-10T11:39:17Z

IDT-3 at 05:00, 18 April 2019

2019-04-18T05:00:39Z

IDT-3 at 04:58, 18 April 2019

2019-04-18T04:58:18Z

WikiSysop at 08:55, 17 April 2019

2019-04-17T08:55:39Z

WikiSysop: Created page with " = Reviewing and approving a Request = A user role defines controls or permissions given to user. '''ICM''' has the following three predefined user roles for the '''Requests..."

2019-04-17T08:55:15Z

Created page with " = Reviewing and approving a Request = A user role defines controls or permissions given to user. '''ICM''' has the following three predefined user roles for the '''Requests..."

New page

= Reviewing and approving a Request =

A user role defines controls or permissions given to user. '''ICM''' has the following three predefined user roles for the '''Requests''' feature:

*Requester: the person who '''Generates''' the Request.
*Approver: the person who '''Approves''' the Request.
*Reviewer: the person who '''Reviews''' the Request.

You can review a Request if you are assigned a role of a '''Reviewer'''.

To review a Request as an internal reviewer:

#Click the '''Tasks''' tile on [[My_Dashboard|My Dashboard]].
#Click the '''Request Name'''. The Request details and status are displayed along with the preview. The Request status is displayed as well. Use appropriate buttons to '''Approve''', '''Cancel''' or '''Reject''' a Request.
<ul style="margin-left: 80px;">
<li>Click '''Approve''' - to Approve the Request.</li>
<li>Click '''Reject''' - to Reject the Request.</li>
</ul>
<ol start="3">
<li>Click '''Approve''' to approve the Request. This opens the '''Add Note''' dialog box.</li>
<li><div class="image-green-border">Type '''appropriate comments''' and click '''Add'''. The status of the Request changes to '''Approved'''.[[File:Request13.jpeg|RTENOTITLE]]</div> </li>
</ol>
<div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>
'''Related Topics:''' [[Send_a_Request_for_Review|Send a Request for Review]]  |  [[Send_a_Request_for_Approval|Send_a_Request_for_Approval]]  

 

 

@@ Line 1: / Line 1: @@
+&nbsp;
-−
 = Reviewing and Approving a Request =
@@ Line 16: / Line 15: @@
 To review a Request as an internal reviewer:
-. '''Click '''the ''Tasks&nbsp;''tile on My Dashboard.
+. '''Click '''the "My&nbsp;Tasks" tile on My Dashboard.
-. '''Click '''the ''Request Name''. The Request details and status are displayed along with the preview. The Request status is displayed as well. Use appropriate buttons to Approve, Cancel or Reject&nbsp;a Request''.''
+. '''Click '''the "Request Name". The Request details and status are displayed along with the preview. The Request status is displayed as well. Use appropriate buttons to Approve, Cancel or Reject&nbsp;a Request''.''
 <ul style="margin-left: 80px;">
-<li>'''Click '''''Approve ''- to Approve the Request.</li>
+<li>'''Click '''"Approve" - to Approve the Request.</li>
-<li>'''Click '''''Reject ''- to Reject the Request.</li>
+<li>'''Click '''"Reject"- to Reject the Request.</li>
 </ul>
-. '''Click '''''Approve ''to approve the Request. This opens the&nbsp;''Add Note'' dialog box.
+. '''Click '''"Approve" to approve the Request. This opens the "Add Note" dialog box.
-<div class="image-green-border">4. Type appropriate comments&nbsp;and '''click '''''Add''. The status of the Request changes to ''Approved''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Reviewing a request.PNG|720px|Reviewing a request.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:'''&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Sending_a_Request_for_Review_and_Approval|Sending a Request for Review and Approval]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]</div>
+<div class="image-green-border">4. Type appropriate comments&nbsp;and '''click '''"Add". The status of the Request changes to "Approved".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Reviewing a request.PNG|620px|Reviewing a request.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:'''&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Sending_a_Request_for_Review_and_Approval|Sending a Request for Review and Approval]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]</div>

@@ Line 1: / Line 1: @@
@@ Line 17: / Line 18: @@
 . '''Click '''the ''Tasks&nbsp;''tile on My Dashboard.
-. '''Click '''the ''Request Name''. The Request details and status are displayed along with the preview. The Request status is displayed as well. Use appropriate buttons to Approve, Cancel or Reject''a Request.''
+. '''Click '''the ''Request Name''. The Request details and status are displayed along with the preview. The Request status is displayed as well. Use appropriate buttons to Approve, Cancel or Reject&nbsp;a Request''.''
 <ul style="margin-left: 80px;">
 <li>'''Click '''''Approve ''- to Approve the Request.</li>
@@ Line 24: / Line 25: @@
 . '''Click '''''Approve ''to approve the Request. This opens the&nbsp;''Add Note'' dialog box.
-<div class="image-green-border">4. Type appropriate comments&nbsp;and '''click '''''Add''. The status of the Request changes to ''Approved''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Reviewing a request.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:'''&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Sending_a_Request_for_Review_and_Approval|Sending a Request for Review and Approval]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]</div>
+<div class="image-green-border">4. Type appropriate comments&nbsp;and '''click '''''Add''. The status of the Request changes to ''Approved''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Reviewing a request.PNG|720px|Reviewing a request.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:'''&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Sending_a_Request_for_Review_and_Approval|Sending a Request for Review and Approval]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]</div>

← Older revision		Revision as of 09:48, 25 November 2021
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		+


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	3. '''Click '''''Approve ''to approve the Request. This opens the ''Add Note'' dialog box.		3. '''Click '''''Approve ''to approve the Request. This opens the ''Add Note'' dialog box.
−	<div class="image-green-border">4. Type appropriate comments and '''click '''''Add''. The status of the Request changes to ''Approved''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:~~Arprpoving or Rejecting~~ a ~~Request Add Note window 7.8~~.PNG\|~~RTENOTITLE~~]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics:''' [[Requests\|Requests]] \| [[Sending_a_Request_for_Review_and_Approval\|Sending a Request for Review and Approval]] \| [[Agreements\|Agreements]] \| [[Agreement_Management\|Agreement Management]]</div>	+	<div class="image-green-border">4. Type appropriate comments and '''click '''''Add''. The status of the Request changes to ''Approved''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Reviewing a request.PNG\|720px]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics:''' [[Requests\|Requests]] \| [[Sending_a_Request_for_Review_and_Approval\|Sending a Request for Review and Approval]] \| [[Agreements\|Agreements]] \| [[Agreement_Management\|Agreement Management]]</div>

@@ Line 1: / Line 1: @@
 = Reviewing and Approving a Request =
-A user role defines controls or permissions given to user. ICM has the following three predefined user roles for the Requests feature:
+A user role defines controls or permissions given to user. ICI&nbsp;has the following three predefined user roles for the Requests feature:
 <ul style="margin-left: 40px;">
 <li>Requester: the person who Generates the Request.</li>

← Older revision		Revision as of 10:50, 17 November 2020
Line 22:		Line 22:

	3. '''Click '''''Approve ''to approve the Request. This opens the ''Add Note'' dialog box.		3. '''Click '''''Approve ''to approve the Request. This opens the ''Add Note'' dialog box.
−	<div class="image-green-border">4. Type appropriate comments and '''click '''''Add''. The status of the Request changes to ''Approved''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Arprpoving or Rejecting a Request Add Note window 7.8.PNG\|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics:''' [[~~Requests_Page~~\|Requests ~~Page~~]] \| [[Sending_a_Request_for_Review_and_Approval\|Sending a Request for Review and Approval]] \| [[~~Agreements_Page~~\|Agreements ~~Page~~]] \| [[Agreement_Management\|Agreement Management]]</div>	+	<div class="image-green-border">4. Type appropriate comments and '''click '''''Add''. The status of the Request changes to ''Approved''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Arprpoving or Rejecting a Request Add Note window 7.8.PNG\|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics:''' [[Requests\|Requests]] \| [[Sending_a_Request_for_Review_and_Approval\|Sending a Request for Review and Approval]] \| [[Agreements\|Agreements]] \| [[Agreement_Management\|Agreement Management]]</div>

@@ Line 2: / Line 2: @@
 = Reviewing and Approving a Request =
-A user role defines controls or permissions given to user. '''ICM''' has the following three predefined user roles for the '''Requests''' feature:
+A user role defines controls or permissions given to user. ICM has the following three predefined user roles for the Requests feature:
 <ul style="margin-left: 40px;">
 <li>Requester: the person who Generates the Request.</li>
@@ Line 9: / Line 9: @@
 </ul>
-You can review a Request if you are assigned a role of a '''Reviewer'''.
+You can review a Request if you are assigned a role of a Reviewer.
 To review a Request as an internal reviewer:
@@ Line 22: / Line 22: @@
 . '''Click '''''Approve ''to approve the Request. This opens the&nbsp;''Add Note'' dialog box.
-<div class="image-green-border">4. Type appropriate comments&nbsp;and '''click '''''Add''. The status of the Request changes to ''Approved''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Arprpoving or Rejecting a Request Add Note window 7.8.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:'''&nbsp;[[Creating_a_Request|Creating a Request]]&nbsp;|&nbsp;[[Sending_a_Request_for_Review_and_Approval|Sending a Request for Review and Approval]]</div>
+<div class="image-green-border">4. Type appropriate comments&nbsp;and '''click '''''Add''. The status of the Request changes to ''Approved''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Arprpoving or Rejecting a Request Add Note window 7.8.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': It is mandatory to mention the Reason Code if you want to reject the request.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:'''&nbsp;[[Requests_Page|Requests Page]]&nbsp;|&nbsp;[[Sending_a_Request_for_Review_and_Approval|Sending a Request for Review and Approval]]&nbsp;|&nbsp;[[Agreements_Page|Agreements Page]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]</div>

@@ Line 12: / Line 12: @@
 To review a Request as an internal reviewer:
-#Click the '''Tasks'''&nbsp;tile on [[My_Dashboard|My Dashboard]].
+. '''Click '''the ''Tasks&nbsp;''tile on My Dashboard.
-#Click the '''Request Name'''. The Request details and status are displayed along with the preview. The Request status is displayed as well. Use appropriate buttons to '''Approve''', '''Cancel''' or '''Reject''' a Request.
 <ul style="margin-left: 80px;">
 <li>Click '''Approve''' - to Approve the Request.</li>
 <li>Click '''Reject''' - to Reject the Request.</li>
 </ul>
-&nbsp;
+. '''Click '''''Approve ''to approve the Request. This opens the&nbsp;''Add Note'' dialog box.