Approvals

To manage approvals

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The Approve Go/No Go Vendor Initiative window displays the following information:

• Default Approvers-A vendor initiative must have at least one approver, which is displayed here.
• Additional Approvers-To add additional approvers, click Edit, use the chooser to select additional approvers, and click Save to return to the Approve Go/No Go Vendor Initiative window.
• Instructions for Approvers-Type any relevant instructions for approvers.

When you click Initiate Approval Requests from the Approve Go/No Go Vendor Initiative window, the approval status changes to Pending, and the Approve Go/No Go step is now marked with a yellow box. Approvers approve or reject the task by clicking Approve or Reject in the Compete Approval Task window. When approvers click Approve, the approval status changes to Approved and the Approve Go/No Go step is now marked with a green circle. If approvers click Reject, the process must be inititiated again. In cases with multiple approvers, all approvers must approve to move the initiative forward.
When tasks are approved and complete, the value of the Vendor Initiative status field changes accordingly.
You can cancel approvals by clicking Cancel Approvals.