Project requests
An approval process flow can be used for some project requests.
See the Process Automation Reference Guide for FSM.
This table shows the approval process for these project request types:
| Request type | Status | Approval process |
|---|---|---|
| New posting project | Approved | A new posting project and comment records are created |
| Rejected | The request is canceled | |
| Returned | Optionally, edit and resubmit the request | |
| Change to project status | Approved | The project status is updated |
| Rejected | The request is canceled | |
| Returned | Optionally, edit and resubmit the request | |
| Employees for projects | Approved | A project assignment record and comment records are created |
| Rejected | The request is canceled | |
| Returned | Optionally, edit and resubmit the request | |
| Request New Receivable Customer | Approved | A new receivable customer is added. The new customer must be assigned to a receivable company before it can be selected on a funding source. |
| Rejected | The request is canceled. |
Notifications are sent to requesters when these requests are approved, rejected, or returned. If the request is rejected or returned, then we recommend that the approver update the Action Comment with a reason. Requesters can view requests that are approved, rejected, or returned in .