If a Pending requisition requires urgent approval, users with the Community Administration or Escalate Approval role can, escalate a requisition from currently assigned Approver to the next Delegated Approver in the chain.
Approvals are routed based on how the community has their approval settings configured. For additional information, refer to help article: Setup & Manage Approvals.
This feature must be enabled by a users with the Approval Administrator or Community Administrator role.
Enable Manual Escalation Setting
Users with the Community Administration or Approval Administrator role can enable settings, by going to Administration module > select Approvals > click General tab > scroll down to header titled Escalation Settings > check Enable Manual Escalation box > select Save.
Enabling Manual Escalation allows users with the Escalate Approval role to manually escalate. This setting can be overridden for each supplier.
Escalate a Requisition
Once the feature is enabled, users with the Community Administration or Escalate Approval role can escalate a Pending requisition by going to the Marketplace module > select Transactions > enter the requisition number in the Requisition Number field or customize search by selecting Filters.
Once the requisition is located, select the requisition number > the desired requisition view screen will appear > select Approvals tab > click > a pop-up box will appear, to confirm escalation by selecting OK.
The approval will be routed to the next delegated Approver in the chain. The new Approver will be sent a notification email advising them the Requisition requires their approval.
To view who the requisition was routed to for approval, click Detailed View > select the icon, next to In Progress > a pop-up box will appear displaying additional details.
| Note: If All Must Approve is enabled, all approvers should be visible regardless of whether Detailed View is enabled or not. |
If the approval has be escalated to the end of the chain, a warning message will appear on the Approvals tab stating:
"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 at support@unimarket.com.