How to Approve or Reject Resource Requests?
- Navigate to the Dashboard. Scroll to the Request Table
- Locate the request you wish to approve or reject.
- Navigate to the scheduler and identify the corresponding request. Make a decision if the request is ok to Approve or Reject.
- Navigate back to the Request Table
- Click on one of the 5 options adjacent to the request.
- Approve
- Reject
- Approve with a note
- Reject with a note
- Delete Request.
Can I be notified for all Resource Requests?
Yes, there are three ways in which you will be notified should you have all the relevant features installed.
- Dashboard. Your Requests Dashboard will update with the new pending request.
- The Scheduler will update with the new request. The booking will be highlighted with the word REQUESTED
- Email Notification. All parties will be notified by email of the new request and of all subsequent decisions. Ie. If the request is approved or rejected.
Will I be notified if my request is approved?
Yes, there are three ways in which you will be notified should you have all the relevant features installed.
- Dashboard. Your Vacation and / or Requests Dashboard will update with the new approved request.
- The Scheduler will update with the new project booking or vacation approval.
- Email Notification. All parties will be notified by email of the new request and of all subsequent decisions. Ie. If the request is approved or rejected
Will I be notified if my request is rejected?
Yes, working the same way as the above. You will be notified in potentially three ways, should you have all the relevant features installed.
- Dashboard. Your Vacation and / or Requests Dashboard will update with the new status state of rejected.
- The Scheduler will update in so far as the requested booking will be removed from the scheduler.
- Email Notification. An email will be sent informing you that the request has been rejected.
How to change my notification preferences?
- Navigate to settings.
- Scroll to Notifications
- Add / Edit the notification settings
- Click save at the bottom of the page.
- Your notifications will now have updated.
Further Reading
Blog Post on how to add notes within the Request and Approval Workflow
Approval Workflow Feature Page in Hub Planner