Add an approval step to the Requests workflow

Since every lab's workflow is a little different, there are two options for the number of steps in the Requests workflow:

• No approval step (requester --> purchaser): The person who is approving a request is also the person who is in-charge of purchasing. For example, the scientist makes the request and the lab manager orders the item without seeking approval. In this case, a request goes from New to Ordered.

• With approval step (requester --> approver --> purchaser): A lab Admin must approve requests before an order can be placed. For example, the scientist makes a request which must be approved by the PI before it can be ordered by the lab manager. In this case, a request goes from New to Approved to Ordered. 

Select the workflow that works best for your lab from your Lab Settings page

1. On the top left side of the toolbar, click on the Org Name or the Lab Name and then click the gear icon to select the lab where you want to make changes. 

2. Select the Lab on the left sidebar and choose the Lab Settings tab.

3. Scroll to the workflow options and select the option that best fits your lab. Click Save Changes. 

Next Up: Learn how to set up email notifications if you have one approver and another purchaser

More questions? Contact us