Adding an Additional Approver by Document Comments

One way to get additional approval for a purchase requisition is to add Document Comments. This will email the additional approver; they can reply and the consultation is documented in the Comments section. The purchase requisition will stay in the original user's queue while they await a reply.

Add Additional Approver by Document Comments

1. Proceed to Checkout

As a Shopper, when you have completed shopping, proceed to checkout from your shopping cart (Figure 1).

Figure 1 of add approver step.

Figure 1

2. Add Comment

When you are checking out, select the “Document Actions” drop down menu. From the drop-down menu, select “Add Comment” (Figure 2).

Figure 2 of add approver step.

Figure 2

3. Add Email Address

On the “Add Comment” screen, select “add email recipient…” to send an email notification to the additional approver (Figure 3).

Figure 3 of add approver steps.

Figure 3

4. User Search

When searching for an assignee, you can narrow your search by entering the appropriate criteria, then select Search (Figure 4).

Figure 4 of add approver steps.

Figure 4

5. Select the Appropriate Approver

After searching for an assignee, select the appropriate approver (Figure 5).

Figure 5 of add approver steps.

Figure 5

6. Add Comments

After you select the appropriate approver, you will be brought back to the Add Comment screen. Notice the selected approver populated under the Email Notification field and their name is checked. Here, you can add the comments to send to the additional approver. You can also attach a document. When finished, select “Add Comment” (Figure 6).

Figure 6 of add approver steps.

Figure 6

7. Email Notification Sent to Approver

When you have completed adding the comment, an email notification will be sent to the additional approver prompting them to take action (Figure 7).

Figure 7 of add approver steps.

Figure 7

8. View Comment

The purchase requisition will remain in your queue while the additional approver is replying. When the approver replies, you will receive the following email notification that the original comment has been replied to. You can select the “View Comment” link to access the requisition (Figure 8).

Figure 8 of add approver steps.

Figure 8

9. Complete the Order

The link will bring you to the “Business Purpose/Comments” tab of the requisition. Note: the link may ask you to sign into Shop Blue. Here you view the additional approver’s response. Upon approval, you can take any necessary action to complete the order and then place your order. The cart will then leave your queue and be sent to the original approver (Figure 9).

Figure 9 of add approver steps.

Figure 9