Approving a Check Request
2 Review / Identify Pending Check Request Requisitions.
KU Approvers are often authorized to approve requisitions for multiple workflow rules. Requisitions needing approval are organized in workflow approval folders that function much like Window Explorer folders. However, requisitions pending approval can also be displayed in a List format. Steps:
2.1 Select the Folder or List view option using the Group Results By: dropdown tool.
2.2 Locate the applicable Approval folder and click on the expansion arrow tool to open the folder and view the summary of requisitions awaiting approval in that folder.
2.3 Click the Show requisition details / expand all / collapse all options as helpful to evaluate pending requisitions.
3 Assign the Purchase Requisition.
Click the button of the PR. This moves the PR to the My PR Approvals folder. Once an Approver assigns a PR to the My PR Approvals folder, no other Approver can edit or approve that requisition. But, a PR can be returned to the shared approval folder for another Approver to act on.
Note – Pending requisitions can be approved but cannot be edited unless the requisition is assigned to an Approver.
4 Approval Filter Options.
Filters allow Approvers to quickly view a limited selection of folders and/or requisitions. This is helpful when an Approver has many requisitions/workflows to review. The filters are dynamic and are easily changed as necessary. To open a particular filter option, click the add filter icon.
5 Open PR for Review.
Click on the Requisition number (12345678) to open the requisition document for review. Either link to the Requisition Number will open the requisition document.
To return to the Approvals page summary, click the approvals tab from any page in KUPPS.