Note: This feature requires the Material Request & Approval module licensed at your site.
A request status is a stage of the request submission and evaluation process that a request can pass through or end up in. As a request is created, submitted, and evaluated, its request status changes to indicate its current stage. This enables you to quickly understand a request's current circumstances and next steps or search for requests of a specific status (see Searching Requests and Tasks).
Every request status belongs to one of five status groups, each of which indicates a general stage of a request's progress. Your system can have any number of request statuses for each group, enabling any variations for each group as appropriate to your company practices. The five status groups are:
● New Request: Request is created but not yet submitted.
● Open: Request is submitted; approver tasks are prepared or in process. Depending on the request's type, its specific Open status is either:
● Automatically assumed upon the request's submission, or
● Selected by the user preparing the request's approver tasks.
For details on request types and their effects, see Administration: Request Types.
● Approved: Request's approver tasks are completed; in the final approve/reject decision, the request was approved. The specific Approved status is selected by the user entering the approval.
● Rejected: Request's approver tasks are completed; in the final approve/reject decision, the request was rejected. The specific Rejected status is selected by the user entering the rejection.
● Closed: Request was aborted or suspended during any of the stages described above. A request never assumes a Closed status during the standard course of the submission and evaluation process; this happens only when you manually select a Closed status while editing a request. (For details, see Editing a Request.)
Use the administrative Request Statuses page to view and manage the request statuses in your system. Each status defined here becomes available for any request reaching the corresponding stage of its submission and evaluation process.
Note: If you are a local site user, whether you see Corporate-defined request statuses on this page depends on your site's Include Corporate Values setting for its Material Request & Approval module configuration (see Site Settings):
● Setting selected: Corporate-created request statuses are visible and available for operations at your local site.
● Setting cleared: Corporate-created request statuses are neither visible nor available. Your site must create its own local items to support its operations.
To view the request statuses available at your site:
Starting at the Application Administration page (How do I get there?), do the following:
1. In the menu on the left, under MATERIAL REQUEST, click Request Statuses.
The administrative Request Statuses page opens, showing all request statuses available at your site. Each status's properties are shown in the following columns:
● Scope: The origin of the request status, indicated by one of the following icons:
Status was created at Corporate. It is available for operations at any site using Corporate values (see note for local site users above), but can be edited or deleted by a Corporate user only.
Status was created at your local site. It is available for operations at your site only, and can be edited and deleted by a local site user only.
● Status Name: The identifying name/code of the status.
● Status Group: The status group to which the status belongs (see above for details on each group).
2. Optional: To view the comments attached to each status, select the Show Comments check box in the lower right.
Each status's attached comments are added to the display. To remove them from the display, clear the Show Comments check box.
If you have permission to manage request statuses, see the following topics for details:
● Creating a Request Status: Make a new status available for requests entering a specific phase of the submission/evaluation process.
● Editing a Request Status: Change the name, status group, and/or comments of any existing request status that was created at your site.
● Deleting a Request Status: Permanently remove an obsolete or otherwise unwanted request status.
