Approver Review and Project Creation

Approver Review and Project Creation

After the project request has been accepted by the Receiver, the Receiver will complete filling in the remaining Project Details fields, including the Approvers field. For relevant approval stage processes, when all fields have required values the Send for Approval switch will be enabled so it can be switched to Yes.

The Approver(s) will receive an email requesting an approval decision. 

If there are multiple Approvers listed in the project request, all must approve the request before it is settled as Approved.

If the request is fully approved, the request form will be updated accordingly, an email will be sent to all relevant users, and a project based on the associated requested template will automatically get created.