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| Routing Requests for Approval |
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When a requestor completes a Customer Funded work request form (including all Request forms except
Facilities Funded requests), an account number is required.
When the Submit button is pressed, a routing form appears where the account approvers for that request
are entered. |
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In order to successfully route a work request:
- A route order must be selected, even if the person is only getting an FYI notification and is
not approving the request. Approvers can have the same route order, but the request will not be
approved until all Approvers have approved the request.
- Enter your approvers as Last Name, First Name. When you click Submit, a list of matching
approvers will appear for the first approver. Select the correct name from the list. Click
Submit and a list of approvers will appear for your next approver. Follow these step for each
approver and FYI you entered on the form.
If you encounter trouble with one of your approvers, enter the Last Name only and click the
Submit button. A list of matching approvers will appear. Select the correct name from this list.
- When you click Submit for the final time, you will receive an SR number and an email will be sent to the first approver on your list.
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| Approving a Request |
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Approvers for Customer Funded Work Requests (including all Request forms except
Facilities Funded requests) will receive an email with the subject "Facilities
Operations Service Request Approval" This email contains two links, 'Approve' and
'Reject'. The approve must click on the appropriate link -'Approve' to approve the
request, and 'Reject' to return the request. When the approver clicks on one of these
links, a web page will open and he or she can enter any comments with their approval or
rejection.
Make sure to use the Approve/Reject links to approve or reject the request, so
Facilities Operations can process the request correctly. Do not reply to the email with
your approval or rejection!
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