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- Click the System icon at the top right hand side of the page.
- Click the Global Questions link under System to go to the Global Question Pool.
- This will take you to the Global Question List.
- To create a new Global Question, click on the +Create New Global Question link in the top left hand corner of the page.
- Select Multiple Choice from the Question Type dropdown list and select Requisition from the Question Use dropdown list.
- Fill out the Question Reference and the Question Text as per normal.
Note: for
For more information on building Global Questions, refer to the Creating Global Question User GuideQuestions section. - Click the Question Options tab to set options around mandatory settings, display options etc.
- Once you have completed this page, click the Save button at the bottom of the screen
- This will display the AnswerOptions tab. Click this and then click the + Add New Answers link in the top left-hand corner:
- Add your new answer options here. Typically, the decision question will have the following answers:
- Approved
- Not Approved
- Approved with Changes
Once this is set up;- An Approved requisition will move the requisition to the next assigned user.
- A Not Approved requisition will close down the requisition process.
- An Approved with Changes response will progress the request, but will require the approver to enter comments around the changes made/required.
- Once you have added your answers in, click the Save button at the bottom of the page.
- This will take you back to a list of the answers
- Now this has been completed, you need to add this question to the requisition form template used for approval.
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Tip |
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Whilst a decision question is needed on all requisition forms, the decision question for the first requisition step will not need |
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a Not Approved |
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or Approved with Changes |
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option, just a single option to act as a checkpoint. |