This feature must be enabled by a user with the Approval Administrator or Community Administrator role for it to be available. If a requisition requires urgent approval, this feature allows users with the Community Administration or Escalate Approval role to escalate the Requisition from the user currently assigned to the next delegated approver in the chain.
Approvals are routed based on how a Community has their approval settings configured. To find out more on this see Setup & Manage Approvals.
How to Escalate a Requisition
- Select Requisitions from the Orders menu at the top of the screen.
- Locate the desired requisition using the search filters and click on the requisition number to open it.
- Go to the Approvals tab and choose the Escalate option next to the user the approval is currently assigned to.
The approval will be routed to the next delegated Approver in the chain. You will be able to see who escalated it and when by clicking Detailed View and hovering your mouse over the icon. The new Approver will be sent a notification email advising them the Requisition requires their approval.
|Note: If All Must Approve is enabled, all approvers should be visible regardless of whether Detailed View is enabled or not.|
|Note: Should the approval be escalated to the end of the chain a warning message will appear on the Approvals tab of the requisition saying "Could not find an Approver for step "Name of approval step here" with sufficient authority - please contact your Administrator." This means that the approval cannot be escalated any further and you need to contact your Unimarket Administrator.|