How do I review individual Requests?
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:
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Number: The unique request ID
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Order: The associated order number (if applicable)
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Requested by: The user who submitted the request
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Workflow: The type of workflow or template used
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Status: The current state (e.g., Requested, Approved, Denied)
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Requested at: The submission date and time
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Approvers: The list of users in the approval workflow
Requests Section
This area provides detailed information about each item in the request:
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Product: The name of the product or asset
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Supplier: The supplier linked to the product
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Total quantity: The number of units requested
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Total price: The total cost for the item
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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:
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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
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Always add a comment when declining a request for better communication.
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Review the Approvers list to ensure all necessary users have visibility.
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Double-check the Workflow type to confirm the request follows the correct process.
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Monitor item statuses individually for partial approvals if applicable.