Sending a Request for Review and Approval - Revision history

IDT-1 at 10:05, 19 January 2022

2022-01-19T10:05:23Z

IDT-1 at 10:04, 19 January 2022

2022-01-19T10:04:39Z

IDT-1 at 11:55, 19 December 2021

2021-12-19T11:55:09Z

IDT-1 at 08:14, 10 December 2021

2021-12-10T08:14:05Z

IDT-1 at 04:55, 6 December 2021

2021-12-06T04:55:23Z

Sdk at 10:56, 24 May 2021

2021-05-24T10:56:41Z

WikiSysop at 10:51, 17 November 2020

2020-11-17T10:51:34Z

IDT-3 at 11:38, 10 May 2019

2019-05-10T11:38:06Z

IDT-3 at 04:48, 18 April 2019

2019-04-18T04:48:19Z

IDT-3 at 04:46, 18 April 2019

2019-04-18T04:46:56Z

@@ Line 15: / Line 15: @@
 .&nbsp;'''Select''' an appropriate user as a reviewer from "Select User"'''''.''''' Alternatively, in the "Refine_View"&nbsp;box, type the name of the appropriate user.
-<div class="image-green-border">[[File:Request review 2.PNG|820px|Request review 2.PNG]]</div>
+<div class="image-green-border">[[File:Request review 2.PNG|920px|Request review 2.PNG]]</div>
 . Navigate to different pages&nbsp;to find the specific users.

@@ Line 1: / Line 1: @@
+&nbsp;
-−
 = Sending a Request for Review =
@@ Line 10: / Line 10: @@
 To send a Contract Request for a review:
-.&nbsp;'''Click''' ''Request Review''&nbsp;on the ''Details ''section of the Request.&nbsp;
+.&nbsp;'''Click'''&nbsp;"Request Review" on the Details section of the Request.&nbsp;
-<div class="image-green-border">[[File:Request Review 01.PNG|720px]]</div>
+<div class="image-green-border">[[File:Request Review 01.PNG|820px|Request Review 01.PNG]]</div>
-.&nbsp;'''Click''' ''Internal&nbsp;''tab&nbsp;to add internal user as a reviewer.
+.&nbsp;'''Click'''&nbsp;"Internal" tab&nbsp;to add internal user as a reviewer.
-.&nbsp;'''Select''' an appropriate user as a reviewer from&nbsp;''Select User'''.''''' Alternatively, in the ''Refine_View''&nbsp;box, type the name of the appropriate user.
+.&nbsp;'''Select''' an appropriate user as a reviewer from "Select User"'''''.''''' Alternatively, in the "Refine_View"&nbsp;box, type the name of the appropriate user.
-<div class="image-green-border">[[File:Request review 2.PNG|720px|Request review 2.PNG]]</div>
+<div class="image-green-border">[[File:Request review 2.PNG|820px|Request review 2.PNG]]</div>
 . Navigate to different pages&nbsp;to find the specific users.
-.&nbsp;'''Click '''''Send''. The Reviewer receives a notification for review. The status of the document changes to ''Review Pending.''
+.&nbsp;'''Click '''"Send". The Reviewer receives a notification for review. The status of the document changes to ''Review Pending.''
 == Sending a Request for Approval ==
@@ Line 24: / Line 24: @@
 To send a contract request for approval:
-. On the ''Details'' tab of a particular request page, '''select '''the option ''Send for Approval''.
+. On the Details tab of a particular request page, '''select '''the option "Send for Approval".
-Apart from ''Send for Approval'', you have the following options available:
+Apart from Send for Approval, you have the following options available:
 *Edit - Select this option to edit the specific request.
@@ Line 32: / Line 32: @@
 *Request Review - Select this option to review the specific request.
-. When you '''click '''''Send for Approval'', the request is sent for approval and the status of the request changes to&nbsp;''Waiting for Approval'''''.'''
+. When you '''click '''"Send for Approval", the request is sent for approval and the status of the request changes to "Waiting for Approval"'''.'''
-<div class="image-green-border">[[File:Request Review 03.png|720px]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
+<div class="image-green-border">[[File:Request Review 03.png|820px|Request Review 03.png]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
 &nbsp;

@@ Line 1: / Line 1: @@
@@ Line 10: / Line 11: @@
 .&nbsp;'''Click''' ''Request Review''&nbsp;on the ''Details ''section of the Request.&nbsp;
-<div class="image-green-border">[[File:Request Review 4.PNG|720px]]</div>
+<div class="image-green-border">[[File:Request Review 01.PNG|720px]]</div>
 .&nbsp;'''Click''' ''Internal&nbsp;''tab&nbsp;to add internal user as a reviewer.
@@ Line 32: / Line 33: @@
 . When you '''click '''''Send for Approval'', the request is sent for approval and the status of the request changes to&nbsp;''Waiting for Approval'''''.'''
-<div class="image-green-border">[[File:Request review 3.png|720px|Request review 3.png]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
+<div class="image-green-border">[[File:Request Review 03.png|720px]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
 &nbsp;

@@ Line 1: / Line 1: @@
@@ Line 9: / Line 10: @@
 .&nbsp;'''Click''' ''Request Review''&nbsp;on the ''Details ''section of the Request.&nbsp;
-<div class="image-green-border">[[File:Request review.png|720px]]</div>
+<div class="image-green-border">[[File:Request Review 4.PNG|720px]]</div>
 .&nbsp;'''Click''' ''Internal&nbsp;''tab&nbsp;to add internal user as a reviewer.
 .&nbsp;'''Select''' an appropriate user as a reviewer from&nbsp;''Select User'''.''''' Alternatively, in the ''Refine_View''&nbsp;box, type the name of the appropriate user.
-<div class="image-green-border">[[File:Request review 2.PNG|720px]]</div>
+<div class="image-green-border">[[File:Request review 2.PNG|720px|Request review 2.PNG]]</div>
 . Navigate to different pages&nbsp;to find the specific users.
@@ Line 31: / Line 32: @@
 . When you '''click '''''Send for Approval'', the request is sent for approval and the status of the request changes to&nbsp;''Waiting for Approval'''''.'''
-<div class="image-green-border">[[File:Request review 3.png|720px]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
+<div class="image-green-border">[[File:Request review 3.png|720px|Request review 3.png]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
 &nbsp;

@@ Line 1: / Line 1: @@
@@ Line 8: / Line 9: @@
 .&nbsp;'''Click''' ''Request Review''&nbsp;on the ''Details ''section of the Request.&nbsp;
+<div class="image-green-border">[[File:Request review.png|720px]]</div>
 .&nbsp;'''Click''' ''Internal&nbsp;''tab&nbsp;to add internal user as a reviewer.
-.&nbsp;'''Select''' an appropriate user as a reviewer from&nbsp;''Select User'''.''''' Alternatively, in the ''Search User'' box, type the name of the appropriate user, and&nbsp;'''click''' [[File:Search icon.png|RTENOTITLE]].
+.&nbsp;'''Select''' an appropriate user as a reviewer from&nbsp;''Select User'''.''''' Alternatively, in the ''Refine_View''&nbsp;box, type the name of the appropriate user.
 .&nbsp;'''Click '''''Send''. The Reviewer receives a notification for review. The status of the document changes to ''Review Pending.''
@@ Line 30: / Line 31: @@
 . When you '''click '''''Send for Approval'', the request is sent for approval and the status of the request changes to&nbsp;''Waiting for Approval'''''.'''
-<div class="image-green-border">[[File:Sending a request for review and approval action buttons 7.8.PNG|1000px|Request Details page]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
+<div class="image-green-border">[[File:Request review 3.png|720px]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
 &nbsp;

← Older revision		Revision as of 10:51, 17 November 2020
Line 36:		Line 36:


−	'''Related Topics:''' [[~~Requests_Page~~\|Requests ~~Page~~]] \| [[Reviewing_and_Approving_a_Request\|Reviewing and Approving a Request]]	+	'''Related Topics:''' [[Requests\|Requests]] \| [[Reviewing_and_Approving_a_Request\|Reviewing and Approving a Request]]

← Older revision		Revision as of 11:38, 10 May 2019
Line 36:		Line 36:


−	'''Related Topics:''' [[~~Creating_a_Request~~\|~~Creating a Request~~]]  \| ~~  ~~[[Reviewing_and_Approving_a_Request\|Reviewing and Approving a Request]]	+	'''Related Topics:''' [[Requests_Page\|Requests Page]] \| [[Reviewing_and_Approving_a_Request\|Reviewing and Approving a Request]]

@@ Line 6: / Line 6: @@
 To send a Contract Request for a review:
-.&nbsp;'''Click''' ''Request Review''&nbsp;on the ''Details ''section of the Request. This opens the&nbsp;''Request Review'' dialog box.
+.&nbsp;'''Click''' ''Request Review''&nbsp;on the ''Details ''section of the Request.&nbsp;
 .&nbsp;'''Click''' ''Internal&nbsp;''tab&nbsp;to add internal user as a reviewer.
@@ Line 13: / Line 13: @@
 . Use the arrows [[File:Scroll arrow.jpg|RTENOTITLE]] to find the specific users.
-<div class="image-green-border"><span class="bullet-align-image">[[File:Sending a request for review and approval request review window 7.8.PNG|RTENOTITLE]]</span></div>
+<div class="image-green-border"><span class="bullet-align-image">[[File:Sending a request for review and approval request review window 7.8.PNG|Search User]]</span></div>
 .&nbsp;'''Click '''''Send''. The Reviewer receives a notification for review. The status of the document changes to ''Review Pending.''
@@ Line 29: / Line 29: @@
 . When you '''click '''''Send for Approval'', the request is sent for approval and the status of the request changes to&nbsp;''Waiting for Approval'''''.'''
-<div class="image-green-border">[[File:Sending a request for review and approval action buttons 7.8.PNG|1000px|RTENOTITLE]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
+<div class="image-green-border">[[File:Sending a request for review and approval action buttons 7.8.PNG|1000px|Request Details page]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The Approver role for a contract request is defined by rules. So when a Requester clicks Send For Approval, a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.</div>
 &nbsp;