Approve a Requisition

In ShopBlue, approvers are responsible for reviewing and approving requisitions.


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How to Approve a Requisition

1. Set Approver Dashboard as Home Page

If your main role in ShopBlue is to approve requisitions, you may want to set your home page to the Approver Dashboard instead of the shopping home page. To do this, select the dropdown next to your name at the top of the page and select Dashboards (Figure 1). This will bring you to your Approver Dashboard.

If a different dashboard appears, select View Another Dashboard at the top of the screen and go to Approver Dashboard from the dropdown menu. Once the Approver Dashboard is displayed, you can set it as your home page by selecting your name at the top of the screen and selecting Set My Home Page from the dropdown menu (Figure 2). Then, select Current Page from the pop up box and Save Changes. Your home page is now set as the Approver Dashboard.

figure 1 of set approver dashboard as home page.

Figure 1

figure 2 of set approver dashboard as home page.

Figure 2

2. Assign Requisitions

From the Approver Dashboard, you can begin to access your approvals. In order to approve a purchase request, you must first assign it to yourself. To do this, in the Action Items module in Unassigned Approvals, select Requisitions (Figure 3).

On the next page, click on an account to expand the folder. At the top of the screen within the requisition, select the checkbox next to the requisitions you would like to assign to yourself and select Assign (Figure 4).

Figure 3 of assign requisitions.

Figure 3

Figure 4 of assign requisitions.

Figure 4

3. Access Requisitions

The requisitions you have selected are now assigned to you and you can access the requisitions several different ways. In this example, select the My Approvals dropdown at the top of the page from the breadcrumbs and select My Approvals. This will then populate a My Assigned PR Approvals folder that will contain all of the requisitions assigned to you. Next, expand the folder and select the seven digit Requisition number to open and review the Requisition (Figure 5).

Figure 5 of access requisitions.

Figure 5

4. Review Requisition

Once you have accessed the requisition, you will be able to look through it and change or add any information necessary before approving it (account numbers, funding source). There are multiple ways to do this. First, you can view the summary, which is what will initially display when selecting the requisition. Scroll and select the edit button to modify any information. Or you can go directly to the specific section you would like to edit. For example, in Accounting Codes there is a gray section where you can select that section and edit as necessary (Figure 6).

Note: If you do not see edit buttons on the requisition, you may not have correctly assigned it to yourself. Please then select the Document Action dropdown next to the History button and select Assign to myself. You should then see the edit buttons.

Figure 6 review requisition.

Figure 6

5. Approve Requisition

Once you have edited the requisition as needed, you are ready to approve it. To approve, click the Document Actions dropdown at the top of the requisition, and select Approve or Complete Step (note also the other choices in the Document Actions dropdown) (Figure 7).

Figure 7 of approve requisition.

Figure 7