Process Document Approvals. Date Modified Last Changed by Status. Approvals

Transcription

1 Process Document Date Modified Last Changed by Status 7/26/2011 1:54:00 PM System Office FINAL Allows approvers to take action on a requisition directly from an notification containing a link to a simple webpage where action is taken on the entire document. s are accessible from a laptop with internet capability and many mobile devices Procedure: In order to utilize the Approver must first set an Approval Code in their MarketPlace Profile (steps 1 through 5) and ensure the Notification Preference is set (this needs to done only once). s 6 through 14 describe the actual Approval process. 1. From the MaineStreet MarketPlace home page, click the profile link. Last changed on: 7/26/2011 1:54:00 PM Page 1

2 System Process Document 2. Click the Preferences tab. Page 2 Last changed on: 7/26/2011 1:54:00 PM

3 Process Document 3. In the Shopping, Carts & Requisitions section, place checkmarks in the Override Role and Value boxes of the PR pending Workflow approval preference. Note that these checkboxes may already be checked; if so proceed to 4. Click the button. Last changed on: 7/26/2011 1:54:00 PM Page 3

4 System Process Document 4. Click the tab. Page 4 Last changed on: 7/26/2011 1:54:00 PM

5 Process Document 5. In the Approval Code field, enter what you would like to use for your approval code. Minimum 6 digits/characters required. NOTE: You will only have to do this once, but may reset your password anytime you like by repeating this step. Your Approval is now set up. You will be able to Approve requisitions from Notifications going forward. Last changed on: 7/26/2011 1:54:00 PM Page 5

6 System Process Document 6. When a requisition is placed into Workflow for your approval you will receive an Notification (see screenshot above). Open the (see screenshot below). 7. Requisition summary and line detail information (up to 10 line items) is provided in the for your review. NOTE: The color scheme you have set in your MarketPlace Profile will be represented in this ; (in this example the Approver had a green color scheme when the requisition was submitted). Page 6 Last changed on: 7/26/2011 1:54:00 PM

7 Process Document 8. To take on this requisition via the Approval click the Take button. NOTE: If you prefer to view and approve this requisition in the MarketPlace application a link to the MaineStreet portal is provided at the bottom of the . Last changed on: 7/26/2011 1:54:00 PM Page 7

8 System Process Document 9. You may Approve, Assign, Reject, or Return the Requisition. A Comment box is provided should you wish to enter comments. Comments will be retained on the History page of the requisition. NOTE: In this specific scenario the approver changed their color scheme from green to red after the requisition was submitted for approval but before the approver takes action. The color scheme helps ensure the approver that the is connected to their approval queue and their personalized MaineStreet Marketplace. Page 8 Last changed on: 7/26/2011 1:54:00 PM

9 Process Document 10. Select the appropriate (Approve, Assign to Myself, Reject, or Return to Requisitioner). Enter Comments, if desired. NOTE: An Approver might wish to Assign to myself if he/she would like to explore the requisition in more depth within MaineStreet Marketplace AND wants to ensure that no co-approver(s) take action on the requisition in the meantime. Last changed on: 7/26/2011 1:54:00 PM Page 9

10 System Process Document 11. Enter your Approval Code, click. If you forget your Approval Code, log into your MarketPlace Profile to reset it (see steps 4-5 above) Page 10 Last changed on: 7/26/2011 1:54:00 PM

11 Process Document 12. A confirmation message will appear to confirm or cancel the. Click OK or Cancel. In this example we will click OK. Last changed on: 7/26/2011 1:54:00 PM Page 11

12 System Process Document 13. A screen is presented to confirm that the desired was successful. The task is complete and you may close the . Once has been taken on a requisition it cannot be taken again. If attempted, the Approver will be presented with the message below informing them that the document has already been acted upon and the name of the Approver. 14. End of Procedure. Page 12 Last changed on: 7/26/2011 1:54:00 PM