Chapter 9. Managing orders

Orders are created once a user successfully submits the request and provides any required validation. The approval process then governs the user’s order status.

9.1. Approving or denying requests

Once a user places an order it is created and available for review on the orders page. Groups assigned the Approval Approver role can then approve or deny orders. Detailed information is provided for each request, with information on the ordered product and its associated requester and project. A stage transcript is also provided. Denied requests require justification and the approver must enter a reason.

To approve or deny a request:

  1. Navigate to Approval.
  2. Click the Requests tab and then click on a request to expand it to detailed view.
  3. Click Approve or Deny. Provide a Reason when denying a request.
  4. Click Submit.

9.2. Commenting on requests

Comment on requests as an administrator or approver. Comments are captured by the system and visible at each stage of approval.

To comment on a request:

  1. Navigate to Approval.
  2. Click the Requests tab and then click on a request..
  3. Click Comment.
  4. Add a comment and click Submit.