Add an approval step to the Requests workflow

Since every lab 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 with the lab manager, who directly orders the item, without seeking approval. In this case, a request goes from New to Ordered.

2_step_workflow.png

  • With approval step (requester --> approver --> purchaser): An additional person (like the PI) must approve orders before they are 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.

3_step_workflow.png 

Here's how Lab Admins can edit this setting:

1. On the top left side of the toolbar, click on All Labs (or the Lab name) and then click Manage.

select_all_labs_manage.png

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

lab_settings.png

3. Scroll to Do all item requests require approval before they can be ordered? and select the appropriate workflow. Click Save Changes

 

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

 

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Comments

  • Avatar
    Jason Papke

    The next up link is not functioning

  • Avatar
    Monica Velarde

    Hi Jason. Thanks for letting us know! The link has been corrected in the page above. :)