Approve an event (Approvers)

As an Approver, request for proposal (RFP) and request for information (RFI) events will be routed to you for approval when the event meets specific event data, such as event value, business unit, or category. You'll be able to either approve or reject the event and add a comment.

View approval status

You can view an event's approval progress on the approvals area in your event.

• View approvals area: If the approvals area isn't displayed, click the pending approval(s) button.

• Matching criteria: Displays details on the approval rule or rules that routed the event for approval.

• Sequence: Displays a list of approvers and the current status of the approval process. Any comments from approvers will also be displayed.

Approve an event

1

In the approvals area, click Approve. The Approve event? screen displays.

2

Optionally, enter a comment about your approval. This will be available to the event owner and other approvers.

3

Click Approve. Once approved, the event either moves to the next reviewer or is opened and sent to suppliers.

Reject an event

1

In the approvals area, click Reject. The Reject event? screen displays.

2

Enter a comment to describe why you are rejecting the event. This will be available to the event owner and other approvers.

3

Click Reject. The event is sent back to the event owner with your comment.

Reassign approval

1

In the approvals area, click Reassign. The Reassign approval window displays.

2

In Select user, select the user to reassign the approval to.

3

Click Reassign.

How will I know if something needs my approval?

When an event requires your approval, you will receive an email alert that an event is pending your approval and it will display on your Events list with a Pending approval label

Why did I receive this event to approve?

From the Approvals area, you can review the Matching criteria section, which provides details on the approval rule or rules that routed the event to you for approval. Your company's Fairmarkit Admin defines the approval rules.

How do I track an approval?

Through out the approval process, you will receive email alerts and can use the Approvals area to track where the event is in the approval process.

Email alerts

As the event approver, you will receive an email alert for the following changes in approvals:

• Event is pending your approval

• Event withdrawn

• Event you approved was rejected by another approver

Event log

To see a detailed history of the approvals process, review the event activity log. See: View event details and history.