Requisitions


 

Route a Requisition Request for Approval

Overview

This article will show you how to route a Requisition request for approval. 

Instructions

  1. Navigate to Requisitions
    Requisitions.png
  2. Select a request
    SelectRequisition.png
  3. Select the Request Routing tab
    RequestRouting.png
  4. Fill in Routing fields:
    RoutingFields.png
    • Department: Use the drop-down to select a department
    • Route To: Use the drop-down to select a user
    • Notes: Enter any notes
  5. Click Submit
    Submit.png
    • Note: Click Denied to reject a request. Make sure you also enter Notes
      Denied.png
  6. Return to this requisition after all approvals are collected and click Routing Complete
    RoutingComplete.png
    • Note: This will create an In-Progress requisition. 
  7. Click OK to the Are you sure you want to proceed? prompt
    OKRouting.png
    • Note: This action cannot be undone.
    • Note: This process will create a new ID for the In-Progress requisition and will no longer match the Requested ID. 



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