Submit Estimates for Approval and Review Notifications

You can submit a service estimate for approval from an estimate, or review notifications to approve or reject the estimates.

Submit an Estimate for Approval

To submit an estimate for approval:

1. Open the Estimates search list.

2. Search for the service estimate that you want to submit for approval.

3. Select the estimate to open it.

4. Review the estimate information to confirm it's ready for approval.

5. From the Estimate Details page, select the Submit for Approval action.

6. Confirm the submission, if prompted.

7. Verify that the estimate status changes to Pending Approval.

8. After submission, the approval workflow sends a notification to the approver configured in the approval rules.

Review a Notification for Approval or Rejection

To review a notification for approval or rejection:

1. Select the Notifcation icon and open the approval notification for the service estimate.

2. Review the estimate details in the notification, such as estimate number, description, customer, estimate total, business unit, item, asset, and expiration date.

3. If more information is needed, select the link to open the Estimate Details page.

4. Review the estimate details.

   Note:

   While the estimate is pending approval, the page is read-only.

5. Return to the approval notification.

6. Enter approval comments, if required.

7. Select Approve or Reject.

8. Verify that the approval decision is captured by the workflow and the estimate is updated through the approval process.