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:
- 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 more information on building Global Questions, refer to the Global Question User Guide. - 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.
Note: 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.
