Request Actions and Progress

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

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. Save - To save progress, click ‘Save.’ A timestamp will display at the time of saving.

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

Progress Indicator

6. 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.