Difference between revisions of "Request Actions and Progress"

From ePRS Request User Guide
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(Progress Indicator)
(Progress Indicator)
 
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== Progress Indicator ==
 
== Progress Indicator ==
[[File:ProgressIndicator.png|500px]]
+
[[File:ProgressIndicator2.png|500px]]
  
 
'''5. Progress Indicator''' - Indicator will update as the request is routed and approved. If canceled, the indicator will show ‘Canceled’. Items in green are completed. The highlighted progress box is the current status.
 
'''5. Progress Indicator''' - Indicator will update as the request is routed and approved. If canceled, the indicator will show ‘Canceled’. Items in green are completed. The highlighted progress box is the current status.

Latest revision as of 18:21, 8 April 2019

When completing a request, select an action to route a request through the necessary path. Visually check progress in a request with the progress indicator.

Action Options Pull-Down

Reuest routing actions.png

1. Select an Action - Select an option which will route the Purchase Request to the appropriate activity.

Request Submission

Submit – Routes to next approval activity

Cancel – Closes request and archives

Approval Activities Approved - Routes to next activity

Decline – Routes to Requestor

Clarifications – Routes to user selected

Cancel – Closes request and archives

Purchase/Receipt/Allocation/Final Review

Submit – Routes to next approval activity Clarifications – Routes to user selected Cancel – Closes request and archives

2. Submit - After selecting an action, click ‘Submit’ to confirm the action and proceed.

3. Confirm - Enter any additional comments and confirm your action.

4. Help - Activity specific instruction, viewable when hovering or clicking the icon.

Progress Indicator

ProgressIndicator2.png

5. Progress Indicator - Indicator will update as the request is routed and approved. If canceled, the indicator will show ‘Canceled’. Items in green are completed. The highlighted progress box is the current status.