Manage Approval (Approver User Only)
Instructions for designated department heads, managers, and finance controllers to review, comment on, approve, or reject requests.
Viewing Approval Requests
- Access the “Approval Requests” menu — a red badge indicates the number of pending requests.
- The table displays the following information: Request Number, Requester, Department, Estimated Amount, and Submission Date.
- Available filters include: Request Type (PR/PD), Status, and Department.
- Click on a table row to open the request details page.
Approving / Rejecting a Request
- Open the Approval Request Details page.
- Review the request information, including: purchased items / PD details, estimated cost, and attachments.
- Add comments if necessary (optional for approval, required for rejection).
- Click the “Approve” button (green) or “Reject” button (red).
- Confirm the action in the confirmation dialog that appears.
- The system will send an email notification to the requester and the next approver (if applicable).
Important:
Approvers can also approve or reject requests directly through the link provided in the email without needing to log in to the system first. The link uses a secure token and is valid for one action only.
Approval via Email
- The approver receives an email notification containing a summary of the request (title, amount, and department).
- The email includes two links: “Approve” and “Reject”.
- Clicking a link opens a simple confirmation page in the browser.
- No login is required to approve or reject requests via email.
- The link token is single-use and expires after it has been used.
