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Approvals Process

This guide will cover:

  • How to take Approval Process action on a transaction, including Approve, Reject, Reassign, Request Information, and Adhoc Route.

 

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Note: As an approver, you will receive an email notifying you when you have an item ready for approval. However, you will need to log into WyoCloud to review the full details and complete approval.

Step One

Navigate to Notifications and select a transaction:

  • Open Notifications (from the Bell icon).

              

 

  • Select a transaction marked Action Required:...

 

  • An Approval pop-up window for the transaction will display (e.g. Expense Report Approval, Approval of Invoice, or Approve Requisition).

 

Step Two

Review the transaction.

  • Before taking action on a transaction, review the Details, Comments, Items, and Attachments.

 

Step To Approve

Approve the transaction.

  • To approve the transaction, click the Approve button in top right-hand corner of the Approval window.

  • The Approval pop-up window will close and the transaction will route to the next step in the workflow.

 

Step To Reject

Reject the transaction.

  • Comments on the reason for rejecting the transaction are required before rejecting.  Click the plus symbol (+) in the Comments section.

 

  • In the Add Comment pop-up window:
    1. Provide the reason(s) for rejecting the transaction in the Comment field.
    2. Click OK.

 

  • The Add Comment window will close and you will be returned to the Approval window.
  • Click Reject.

  • The Approval window will close and the creator of the transaction will be notified of the action. 

 

Step To Request Information

Request Information for the transaction.

  • To request more information for the transaction before you take action, open the Actions dropdown menu in the top right-hand corner of the Approval window.

 

  • In the Actions menu, click Request Information… 
  • In the Request More Information pop-up window:

 

  1. To request information from the creator, leave the Participant radio button selected for the From option.
  2. Indicate the information requested in the Comments field.
  3. Leave the Return Options set to Route directly back to me.  With this setting the transaction will reappear in your Notifications when the user has submitted the information.
  4. Click OK.

 

  • The Request Information and Approval windows will close and the creator of the transaction will be notified of the action. 

 

Step To Reassign

Reassign the transaction.

  • To reassign the task to another appropriate user, open the Actions dropdown menu in the top right-hand corner of the Approval window.

 

  • In the Actions menu, click Reassign…

 

 

  • In the Reassign Task window:

 

  1. Leave the Reassign default radio button selected.
  2. Search for the user to reassign the task to.
    1. The field next to Users is used to search by username.
    2. To search by name or email, enter the information in the Advanced search fields.
  3. Click Search

 

  • In the search results, click the box next to the user that you wish to reassign the task to.

  • Click OK.
  • The Reassign Task and Approval windows will close and the new assignee of the transaction will be notified of the required action.  You are removed from the approval process for this transaction. 

 

Step To Adhoc Route

Adhoc Route the transaction.

  • To adhoc route the task, which will include an additional approver on the transaction, open the Actions dropdown menu in the top right-hand corner of the Approval window.

 

  • In the Actions menu, click Adhoc Route… 

  • In the Route Task window:

 

  1. Leave the default approver option radio button set to Single Approver.
  2. In the Comments field, include information for the new approver.
  3. Search by username, name, or email for the user you wish to route the task
  4. Click Search.

 

  • In the search results, click the box next to the user that you wish to route the task to. 

 

  • Click OK.
  • The Route Task and Approval windows will close, your approval is complete, and the additional approver of the transaction will be notified of the required action. 

 

You have now completed the steps of Approval Process.

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Details

Article ID: 32637
Created
Wed 6/28/17 9:46 AM
Modified
Mon 7/17/17 2:21 PM

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Approvals_Process.pdf

7/17/2017 2:30:41 PM