Approving an Inventory Item Request

Designated approvers must approve an Inventory item request record.

You set up approvers for each step of an item request approval workflow in the Approval Steps grid on the Workflow tab in Configuration > Workflow > Approval Workflows.

On the Item Requests entry form, after you create and save an item request, you click Submit on the toolbar. Any user with access to the Item Requests application can create and submit an item request. Submitting the item request starts the approval process using the assigned approval workflow. After an item request is submitted, it can be edited only by approvers of a step who have also been given the rights review and edit the item request (in Approval Workflows Configuration).

After you click Submit, the toolbar on the form displays an Approvals option if you are a designated approver for the current step of the approval process for an item request.

The Approvals option contains a drop-down menu with the following possible actions that approvers can take:

• Approve — Select this option to approve an item request. After you take this action, the approval process continues on to the next step based on the configured approval workflow.
• Reject — Select this option to reject an item request. Based on the configured approval workflow for item requests, the item request could be sent back to the employee who submitted it, or it could be canceled.
• Review — This option applies if an approval workflow step has been configured to allow you to edit an item request during the approval process. After you edit an item request, the Review option replaces the Approve and Reject options in the Approvals drop-down menu. Select Review after you make edits. Based on the configured approval workflow for item requests, the item request is sent to the next approval step or is sent back to the first approval step to restart the approval process.
• Reassign — This option is available if the approval workflow allows approvers to reassign the approval step or if you are the approval administrator for the approval workflow. Select this option to assign a different approver to the approval step.
• Do Required Action — This option is available only in the List View. Select this option to send one or more item requests to the next step based on the configured approval workflow.

The steps of the approval workflow are configured to determine such things as whether or not an item request that you edited or rejected must start again with step 1 of the approval process.