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The Requisition process works by moving the request through the approval process until the process has been completed.  In order to move the requisition between approval/review steps, there needs to be a decision question located in each requisition form to move the requisition to the next step and send a task notification email to the next assigned user.

This question is commonly a multiple-choice question along the lines of ‘Do you approve this Requisition?’


Here is how you build the decision question:


  1. Click the System icon at the top right hand side of the page.

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  2. Click the Global Questions link under System to go to the Global Question Pool.

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  3. This will take you to the Global Question List.

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  4. To create a new Global Question, click on the +Create New Global Question link in the top left hand corner of the page.

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  5. Select Multiple Choice from the Question Type dropdown list and select Requisition from the Question Use dropdown list.

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  6. Fill out the Question Reference and the Question Text as per normal.

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    For more information on building Global Questions, refer to the Creating Global Questions section.


  7. Click the Question Options tab to set options around mandatory settings, display options etc.

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  8. Once you have completed this page, click the Save button at the bottom of the screen

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  9. This will display the AnswerOptions tab. Click this and then click the + Add New Answers link in the top left-hand corner:

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  10. Add your new answer options here. Typically, the decision question will have the  following answers:

    • Approved
    • Not Approved
    • Approved with Changes

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    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.


  11. Once you have added your answers in, click the Save button at the bottom of the page.

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  12. This will take you back to a list of the answers

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  13. Now this has been completed, you need to add this question to the requisition form template used for approval.

Tip

Whilst a decision question is needed on all requisition forms, the decision question for the first requisition step will not need a Not Approved or Approved with Changes option, just a single option to act as a checkpoint.



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