Add an Additional Approver (Ad-Hoc)

In ShopBlue, the initial Approver of an eReq will have the ability to enter an additional Approver known as an Ad-Hoc Approver. Doing so will add a step in the requisition workflow.

How to Add an Additional Approver (Ad-Hoc)

1. Select an Additional Approver

 When approving a requisition, on the “General” tab, select “Select” in the Additional Approver section (Figure 1).

figure 1 of screenshot of select an additional approver.

Figure 1

2. Enter the Additional Approver's Name

In the Ad-Hoc Approver field, enter the name of the desired approver to filter results or select the magnifying glass icon for additional search options. Any campus user with the ability to approve is available to be an ad-hoc approver (Figure 2).

Figure 2 of enter approver's name.

Figure 2

3. Add a Comment

Add a comment in the “Comments” field if you wish to send a message to the ad-hoc approver (Figure 3).

Figure 3 of add a comment.

Figure 3

4. Select Update

After the Ad-Hoc Approver screen is complete, select “Update” (Figure 4).

Figure 4 of select update.

Figure 4

5. Review the Additional Approver

Notice that the ad-hoc approver has been updated in the requisition's approval (Figure 5).

Figure 5 of review the approver.

Figure 5

6. Review the Workflow

After adding the ad-hoc approver and approving the requisition, the requisition will be routed directly to the ad-hoc approver. Notice the additional step in the workflow (Figure 6). 

Figure 6 of review the workflow.

Figure 6