Manage approvals (requesters)

With approvals, your intake requests are automatically routed to approvers based on request data, such as location, budget, or role. By automating this process, you ensure that each request is reviewed and approved according to predefined rules, maintaining compliance and efficient workflow management.

Pending approval: When a request is pending approval, you cannot edit the request.

Send a request for approval

The Approval process automatically sends requests to approvers when the request is at a certain stage of the process (e.g., before submitting) meets certain criteria such as an location, budget, or role. This is based on rules defined for your company. You'll need to work with your company's Fairmarkit Admin to define these rules.

Withdraw an approval

If you need to edit your request, you will need to remove it from the approvals process and then resubmit it for review.

1

Open the request. If the approvals area isn't open, click the comments/approvals button.

2

Click Withdraw. The Withdraw approval? screen displays.

3

Click Withdraw.

Track approvals

Through out the approval process, you can use the Approvals area to track where the request is in the approval process.

Rejected requests

If an approver rejects a request, you will be notified with the comment from the approver. You will be able to edit the request, as needed, and then resubmit it, allowing it to go through the approval process again.

Approved requests

Once a request is approved, it will either move to the next approver or will automatically assigned to the correct buyer for review.