Process Requisition Approvals
Purpose: Use this document as a reference for processing requisition approvals in ctcLink.
Audience: Requisition approvers.
You must have at least one of these local college managed security roles:
- ZZ Requisition Approval
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
What's the difference between Classic and Fluid? Classic refers to using the navigational or menu path to reach a page/process and Fluid uses a PeopleSoft configured tile(s) to access a page/process.
A Requisition Approver can perform the following actions:
- APPROVE: approves the entire requisition.
- DENY: denies the requisition.
-
MORE: contains the Hold and Pushback decisions:
- Hold prevents the requisition from moving on for further processing.
- Pushback takes a currently pending step out of pending status and re-queues the previous step to its approvers. The meaning of push back is that the approver is questioning the prior step’s approval and is requesting clarification. Pushback is only possible within a path; therefore, the first step of a path cannot push back. In other words, the approver cannot push back to a requester.
Navigation: Purchasing > Requisitions > Manage Requisition Approvals
- The Manage Requisition Approvals search page displays.
- Enter search criteria to identify your requisition. Select the Search button.
- The Requisitions section of the page populates.
- Select the Req ID link to open the requisition summary on a new page.
- The Requisition Summary page displays.
- Optional to view Header or Line Comments and Attachments by selecting the corresponding side arrows.
- Add custom Approver Comments prior selecting the Action buttons:
- Approve - select to approve the Requisition.
- Deny - select to deny the Requisition.
- More - depending upon your colleges AWE flow, select to view additional buttons to Pushback or Hold the Requisition.
- Upon selecting the Action button, the aligned Approve/Deny/Hold Comments box displays.
- Review or modify the Approver Comments and select the Submit button.
- The Approver Comments window disappears.
- The Requisition page displays the outcome of your action.
- Optional to select the Approval Chain link to review the approval work flow.
- Select the Manage Requisition Approvals back button to return to the Manage Requisition Approvals main page.
- Section complete.
- You can also process Requisition IDs from the main page. Selecting the Requisition ID side arrow icon to expand.
- Review summary details. Note the Expand All and Collapse All action arrows.
- Use the Action drop down arrow functions to select the Action (Approve, Deny, Hold, Pending) and then select the Submit button.
- Section complete.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the link to Process Requisition Approvals (CLASSIC). This link will open in a new tab/window.
Navigation: Fluid > Approvals Tile
- The Pending Approvals page displays.
- On the left hand side of the page, select Requisition to populate the Requisition pending approval results.
- To review a Requisition ID detail, select the right arrow icon to navigate to the Requisition Summary page.
For steps to drill into the Requisition Summary page to review details and attachments, follow the above steps under Process by Requisition ID.
- From the Fluid Pending Approvals page, select the Requisition check box, add Approver Comments, then select the Process Action (Approve, Deny, More) button.
- Section complete.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
View the link to Process Requisition Approvals (FLUID). This link will open in a new tab/window.
Don Denney
Does the ZZ Requisition Approval role need route control added?
Karen Ebert
Hi Don,
Thanks for your inquiry. The ZZ Requisition Approval role just grants access to the appropriate pages. No route control profile is not needed for that role.
Thanks,
Karen