When you open a request in Dashboard › Workflows, you see all its information on one page. The page has three parts: Details, Request and Review all.
Details
A summary of the request:
Order: the order number, if the request is about an order.
Requested by and Requested at: who submitted the request, and when.
Workflow: the workflow the request follows.
Locations: the location or locations the request is for.
Status: the current status, such as Requested or Approved.
Approvers: the admins who can approve the request. Click Show all to see the full list.
Request
Every item in the request, such as a product or a document, with:
Supplier: the supplier of the item.
Total quantity and Total price.
Locations and the Recipient of each part of the order.
Status: the status of this item.
Review: a thumbs up and thumbs down to approve or decline this item separately.
For documents made from a template, you can also download the file, or click Edit template to make small changes in a new tab before you approve it. Read Can I edit a document before approving it?
Review all
At the bottom of the page, you decide on the whole request:
Comment: explain your decision. The requester sees this comment.
Approve: approve the request.
Decline: decline the request.
⚠️ Important: Review the details and all items before you decide. Want to decline only some items? Decline them first with the thumbs down, then click Approve for the rest.
Tips for reviewing requests
Always add a comment when you decline a request or an item.
Check the Approvers list to see who else can handle the request.
Check the Workflow to make sure the request follows the right process.