Request Details Overview
When you click a specific request from the dashboard, a detailed view opens showing all relevant information.
General Information
This section provides a summary of the request, including:
Number: The unique request ID
Order: The associated order number (if applicable)
Requested by: The user who submitted the request
Workflow: The type of workflow or template used
Status: The current state (e.g., Requested, Approved, Denied)
Requested at: The submission date and time
Approvers: The list of users in the approval workflow
Requests Section
This area provides detailed information about each item in the request:
Product: The name of the product or asset
Supplier: The supplier linked to the product
Total quantity: The number of units requested
Total price: The total cost for the item
Status: The item’s current workflow status
⚠️ Important: Review both the General Information and Requests sections before making a decision to ensure all details are accurate.
Taking Action on a Request
At the bottom of the request page, you can take one of three actions:
Comment
Add feedback or explanations related to your decision. Comments help maintain transparency and can be used to clarify why a request was declined or approved.Approve
Click “Approve” to move the request forward in the workflow. Use this when all details are reviewed and confirmed.Decline
Click “Decline” to reject the request. Include a comment to explain your reasoning or suggest revisions when applicable.
Note: Once approved or declined, the request status will automatically update across the dashboard.
Tips for Reviewing Requests
Always add a comment when declining a request for better communication.
Review the Approvers list to ensure all necessary users have visibility.
Double-check the Workflow type to confirm the request follows the correct process.
Monitor item statuses individually for partial approvals if applicable.