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Add Approver and send for Approval

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You can set up people from Corporate Real Estate team and the Business who are required to approve requests. This will help you to facilitate your approval process before a budget is spent delivering the request.
 
The Approvers section is where you can send out the Service Request Approval email.

Default Approver

 If you have the default people, for the authorizes, set up then they will display in this section.

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The default authorizers can be set up in the configuration, see Configure Service Request Default People and Authorizers.

Add Approver

When there are no default approvers, then the Approvers section will be blank.

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You can add approvers to the service request, complete the following:

  1. Click the Add clipboard_eb72ddde0b071df310d691827a05b28a0.png icon and the new line displays.

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  1. From the Approver type drop-down, select the approver type. For example, Assignee Email, F.Y.I., Property Authorizer, or IT Authorizer.
  2. In the search people field, enter the name of the approver.
  3. The field will search as you type and then select the name of the approver from the list. Then the approver's name displays in the section.

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  1. Click the Email clipboard_ee73ceca794db52662cc49ae6396a6b86.png icon to send out the Service Request Approval email.

When an Approver is first assigned to a Service Request (as a contact or approver) they will receive the Service Request Assignment email. If the user doesn't yet exist, then the default email template will explain to the user how to reset their password. 

Remove an Approver

To remove an approver, click the Edit clipboard_e4870e00c4a6135ee89745b5784f230cd.png icon next to the approver's name and then click the X icon.

Re-send the Approver Email

If needed, you can either:

  • re-send the email to the approver; click the Emailclipboard_e9e5c807f7405ec2f1a0cd53eef3742ca.pngicon, and the approval email is re-sent.
  • re-send all the emails to all of the FYI contacts and approvers, click the Resend All Emailsclipboard_e2ef9fba031efd52032261a59d74e2c07.pngicon, and then all the approvers are re-sent the email.

Approver - Declines or Approves the Request

The approver will review the service request and either reject or approve the request; see Service Request Approval to see the email and the approval screen. Afterwards, the Approvers section will update:

Declined

If the service request is declined, then a cross clipboard_e6924a147fa699ce29e8f6bb69d20f86d.png icon displays to the left of the approver’s name.

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Approved

If the service request is approved, then a check clipboard_e635769de5e28cc21516fbf4d067fdfdd.png icon displays to the left of the approver’s name.

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