This tutorial goes into details about how to complete an Early Alert Request.
In order to route the request for approval all the associated responses must be completed. Then it can be routed for approval.
Navigate to the request by following tutorial "Navigating, Opening, Editing and Saving an Existing Early Alert" Steps 1-3.
1.0 Requirement for Approval Routing
- Ensure that each of the Responses are either "Completed" or "Closed by Administrator"
- Click on "Check for Completion" button which will make sure all the associated Response have correct Status
- Status will change automatically from "In-Process" to "Awaiting Closure"
2.0 Submit For Approval
- Click on "Submit for Approval" button
- Press Chevron to continue
- Press Chevron to continue (Approver will automatically be set to be the expediter)
- Press "Confirm Submit"
3.0 Approving the Request
Right after the previous step where you submitted for approval you will be directed back to your request. Since in this flow the approver is the same person whom is the expediter you can approve right away.
- Click on the "Approve" button to approve
- Type in your password
- Click "Confirm"
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