From ICIHelp7.17
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1. '''Click '''the ''Notifications ''tile on My Dashboard. This opens the Notifications Dashboard page. | 1. '''Click '''the ''Notifications ''tile on My Dashboard. This opens the Notifications Dashboard page. | ||
| − | <div class="image-green-border">2. '''Click '''the ''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.[[File:NotificationsDashboard.JPG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval'' 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 | + | <div class="image-green-border">2. '''Click '''the ''Contract Request Notifications'' category. This displays a list of all Contract Request notifications.[[File:NotificationsDashboard.JPG|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click '''''Contract Request Sent for Approval'' 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'' dialog 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"> </div> <div class="note-box">'''Note: '''When the approver rejects the request, the status of the request changes to ''Draft ''and the request has to go through the approval process again.</div> |
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Revision as of 04:49, 15 May 2019
Approving 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:
- Requester: The person who generates the request (primary owner).
- Approver: The person who approves the request.
- Reviewer: The person who reviews the request.
An approver can approve a request from these two locations:
- from Notifications Dashboard
- from your Tasks Dashboard
To approve a request from Notifications Dashboard:
1. Click the Notifications tile on My Dashboard. This opens the Notifications Dashboard page.
2. Click the Contract Request Notifications category. This displays a list of all Contract Request notifications.
3. Click Contract Request Sent for Approval and view the automated message displayed on the right side of the page with a link to that particular request page.
4.Click Approve to approve the request. This opens the Add Note dialog box.
5. Type an appropriate note and click Add. The status of the Request changes to Approved.
Note: When the approver rejects the request, the status of the request changes to Draft and the request has to go through the approval process again.
To approve a request from Tasks Dashboard:
1. Click on the Tasks tile on My Dashboard. This opens the Tasks Dashboard with a list of all you tasks.
2. Click the task link This opens the Contract Request page.
3. Click the buttons as appropriate:
- Edit
- Approve
- Reject
- Request Review
Related Topics: Requests Page | Searching agreements and requests | Contract Type
