Approval Workflow
The approval workflow is the core of the system, ensuring all requests are signed off by the correct managers.
Your Approval Queue
- When a request is submitted (either individually or as a batch), the system notifies the first approver in the workflow (usually the user's direct supervisor).
- As an approver, you can find all items waiting for you by clicking Approvals > Pending My Approval.
- This page shows two tables: one for Batch Requisitions and one for Individual Requisitions.
Reviewing a Request
Click "Review" or "Review Batch" to see the full details of a request. On this page, you can:
- For Batches: See the full, scrollable list of all payees and their amounts for transparency.
- See the full approval history (who has already approved it).
- View any attached documents.
Approving vs. Rejecting
At the top of the review page, you will see an "Action Required" box.
- Approve: If all details are correct, click "Approve". The request will automatically be sent to the *next* approver in the workflow. If you are the final approver, it will be sent to the "Pending Dispatch" queue.
- Reject: If the request is incorrect, click "Reject". You **must** provide a clear reason. The system will stop the workflow, set the status to "Rejected," and notify the original creator so they can amend and resubmit it.