The following ad hoc tasks are available in the OnBase interface for approving or rejecting requisitions. Click each task button to perform its action on the selected document.
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Ad Hoc Task |
Description |
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Approve 
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The Approve task indicates your approval of the currently open requisition. When this button is clicked, the requisition is sent to the next approver to review the requisition, based on the business rules for the requisition. If there are no more approvers after you, the requisition is sent to the Fulfillment queue where it is reviewed by a buyer. |
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Declined 
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The Declined task indicates your disapproval of the currently open requisition. When this button is clicked, the requisition is sent to the Requester's queue for their review. The requester automatically receives an email notifying them that has been sent it to them. The approver is prompted to provide a reason with notes as to why the requisition was declined. |
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Manage Approver 
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The Manage Approver task allows the user to add additional approvers or modify the order in which the approvers receive the requisition. The user can only modify the approval path for the current level; assigning approvers at different levels is not allowed. The requisition is routed based on the selected approver(s) in addition to the approval path directed by the rules engine. |
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Import New Supporting Doc 
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The Import New Supporting Doc task allows you to upload digital documents into the system from anywhere on your computer or on a network share. These documents are then linked to the requisition that is currently opened. |