How do I approve service requests?

How do I approve from view requests link?

When service requests are submitted to core facilities by members of your lab, there may be times when the request requires financial approval.  In most cases, the approval step is triggered when the projected cost of the service request exceeds the amount the lab member is allowed to auto-approve per the lab's auto-approval settings.  

You can see all requests that require your approval by clicking on view requests under the core facilities section on the left hand menu on any iLab page. (Figure 1)

Figure 1: Click View Requests to access all your service requests.

All service requests awaiting your approval will be listed. To expand information that displays, click the blue arrow beside the service request. (Figure 2)

Figure 2: You may view the details of a service request by clicking the blue arrow to the left.

If all information is correct, you may approve the service request by clicking approve. To send it back to the requester without approval, click Deny. (Figure 3) 

Figure 3: Click on Approve if all information is correct. Click Deny to send the request back to the requester. 

Once you approve the request, a pop-up window will display. Enter the correct payment number and click Submit. (Figure 4)

Figure 4: Complete the payment information window and click submit.

Once you have approved the request, the status will update to Waiting for Core to Begin and a notification will be sent to the core facility contacts that the request has been approved. (Figure 5)

Figure 5: Once the request has been approved, you may click begin to start the timeline.


How do I approve through email?

If you are set up to be a financial contact for your lab you will receive an email when a request requires your approval. You can approve service requests by clicking the link within the notification email that is sent to you when the service request is submitted for approval. (Figure 6)  Once logged in, you will see the service request where you can view the details and click on approve to provide payment information and submit the approved request to the core facility.

Figure 6: You may receive an email requesting financial approval. The link in the email will allow you to access the request directly and approve.


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