Applying Serial Approval

Notes:

There are a few different scenarios your may encounter when using serial approval. See the Serial Approval Scenarios for Main Contractors topic for the steps you should take when preparing for and using serial approval.
Notarising a payment application packet which bypassed electronic notarisation? See the Workflow for Serial Approval on Payment Applications Bypassing Electronic Notarisation topic.

To approve or reject payment applications using serial approval:

Select the Apply Serial Approval for (Approver Number) for Period (Period – Project Name) link from the Project Home Page or the Tasks page. The Review/Approve Workflow is displayed.
From the Billing Summary card, review the billing details.
From the Approval Log, view the approvers, the status, and the history of all approvals.
Select Approve. The Approve Payment Application dialogue box opens.
1. Use the Comment to Subcontractor text box to enter a public message for the Subcontractor. This comment is also visible to other approvers.
2. To approve: Select the Approve button.
  A Next Step dialogue box confirms the payment application has been approved. The status indicates how many Signatory Approvers have approved it.
(Optional)To restart:
1. Select the Restart Approval button.
2. A Restart Approval dialogue box opens.
  In the dialogue box, enter the reason why you chose to restart this approval. If the project uses the Require reason when selecting Restart Approval organisation setting, you cannot restart the approval without entering text.
3. Select the Restart Approval button.
  A Next Step dialogue box confirms the payment application has been restarted.
(Optional) To forward: Select the Forward button.
(Optional) To modify, use the Modify button.