Reviewing & Approving Requests

The Approvals Page

If you have been given approval permissions, Approve appears in your sidebar navigation. The page has two tabs:

• Pending Approvals — Purchase requests waiting for your action
• Approval History — Requests you've previously approved or rejected

Click any row to open the full detail view.

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Reviewing a Request

Two action buttons appear at the top right of a pending request:

• Reject (outline, red X icon)
• Approve (green, check icon — shows an alert icon if there's a budget concern)

What to Review

1. Request Details — Purpose, delivery location, required-by date, notes
2. Products — Items, quantities, and totals
3. Approval Flow — Who has already approved
4. Budget Tab — Budget impact (see below)
5. Request History — Check if this is a resubmission after a prior rejection

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Budget Impact Assessment

If budgeting is enabled, a Budget tab appears when you're the current approver.

For each budget entity (Site, Contract):

• Status — ✓ Within budget (green) or ⚠ Over budget (amber/red)
• Budget Used % — Percentage of budget consumed
• Remaining / Over amount — How much is left or exceeded
• Progress Bar — Visual showing Committed, Other Pending, and This Order
• Breakdown Grid — Detailed figures for all three components

Budget Alerts

State	Description
Warning (amber)	Exceeded warning threshold. Check acknowledgment checkbox before approving.
Block (red)	Exceeded blocking threshold. Requires budget override permission.

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Approving a Request

1. Click the Approve button.

2. The Approval Modal opens:

   • Request summary (Site, Contract)
   • Budget impact alert if applicable
   • Next Approver Preview (if multi-level)
   • Optional Note field

3. If this is the final approval, the modal shows "Final Approval."

4. Click "Yes, Approve" to confirm.

note

If budget warnings are present, check the acknowledgment checkbox before the Approve button becomes active.

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Rejecting a Request

1. Click the Reject button.
2. Enter a reason for rejection in the Note field (required).
3. Click "Yes, Reject" to confirm.

The requester will be notified and can view your reason in the Request History timeline.

tip

Provide specific, actionable feedback so the requester knows exactly what to change.

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Approval History & Level Overrides

Viewing Past Actions

The Approval History tab shows all requests you've previously acted on. Click any row to review details.

Level Override

If you have level override permissions, the Approve button appears as a split button with a dropdown:

Option	Description
Approve	Standard approval — passes to next level
Level Override	Approves and skips to a higher level
Workflow Override	Approves and completes the entire workflow

The Next Approver Preview updates based on your selection.

Important

Override actions are logged in the request history. They bypass the standard approval chain — use them judiciously.