Escalating a Requisition for Urgent Approval

  • Updated

For Pending Requisitions that require urgent action, users with the necessary authority can manually escalate the requisition from the currently assigned Approver to the next Delegated Approver in the chain.

This feature is dependent on the community's overall approval settings and must be enabled by an Administrator.

 

Enable Manual Escalation Setting

Users with the Community Administrator or Approval Administrator role can enable this feature:

Navigation: Administration module > select Approvals > click General tab.

  1. Scroll down to the header titled Escalation Settings.

  2. Check the Enable Manual Escalation box.

  3. Select Save.

Note: Enabling Manual Escalation allows users with the Escalate Approval role to manually escalate. This setting can be overridden for each supplier.

 

Procedure to Escalate a Requisition

Once the feature is enabled, users with the Community Administrator or Escalate Approval role can escalate a Pending requisition:

  1. Locate Requisition: Go to the Marketplace module > select Transactions > click View Requisitions. Enter the requisition number in the Requisition Number field or customize the search by selecting Filters.

  2. Access Approvals Tab: Select the requisition number > the desired requisition view screen will appear > select the Approvals tab.

  3. Escalate: Click the escalate icon > a pop-up box will appear, to confirm escalation by selecting OK.

 

Escalation Outcome and Visibility

  • Routing: 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.

  • Viewing New Approver: To view who the requisition was routed to for approval, click Detailed View > select the information 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.

 

Escalation Failure

If the approval is manually escalated to the end of the approval chain and no further approvers with sufficient authority are found, a warning message will appear on the Approvals tab:

"Could not find an Approver for step "Name of approval step here" with sufficient authority - please contact your Administrator."

This means the approval cannot be escalated any further, and you must contact Unimarket Support team.

 

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