Customize the number of steps in Requests

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

  • 2-Step Process (scientist --> buyer): The person who is approving a Request is also the person who is in-charge of purchasing. For example, the scientist places the Request with the lab manager, who directly orders the item, without seeking approval. In this case a request has 2-steps and goes from Pending to Ordered.

  • 3- Step Process (scientist --> approver --> buyer): An additional person (PI or Lab Manager) must approve orders before they are placed. For example, the scientist places a request which must be approved by the PI before it can be ordered by the lab manager. Such labs need 3-steps and an order goes from Pending to Accepted to Ordered. 

Here's how Group Admins can edit these settings:

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

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

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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