​Pre-Approvers for requisitions are supervisors or warehouse gate-keepers who validate spare part requests by pre-approving them. Pre-approvers are not mandatory. They are configured individually or in teams for sites.

1. Teams for Requisition Approval

Set up teams to manage requisition pre-approver and approver.

  • Menu path: Organization | ACL Profiles | Teams
  • Create one or more teams as pre-approvers
  • Add users to each of the teams added
  • The teams can then be configured as pre-approvers for different sites in the next step.

2. Pre-Approvers in Monitor User

"REQ Pre-Approver" role in Monitor User is the one for requisition pre-approvers.

  • Menu path: Organization | ACL Profiles | Monitor User
  • Set up teams or individual users.
    • Sites are selected to assign a team or a user as pre-approvers
    • Optionally edit a team or user in the monitor user list to set "Site" to null so that a team or a user can be pre-approver for all sites.
    • Calem will use supervisor (defined in user record at Organization | ACL Profiles | User list) to find a supervisor or team. If none is found, Calem will find a supervisor user or team by site at "Monitor User".

3. Pre-Approvers by REQ Approvers

REQ approvers can pre-approve requisitions regardless of their approval levels.

  • Menu path: Organization | ACL Profiles | REQ Approval
  • Add teams or individual users as REQ approvers. Set "Site" field to null to approve for all sites.

Additional Resources