How to Approve or Deny an Asset Request - Field Approver (Desktop)
Field Approvers get the initial say on assets requested from their specific jobsite. The Field Approver is also known as the asset assignee or the Superintendent/Manager of the site associated with the request.
If you are a Field Approver, be sure to take action to address the request when you receive a notification that an asset request needs approval.
In the event of a request scheduling conflict, the request is sent directly to the Asset Approver.
NOTE: A request in the "Pending Asset Approval" status will expire depending on the expiration selection made during the setup of the Requests feature. See How to Set Up Resource Management for additional information.
💥Requests is a part of Resource Management which is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
Permission Requirements: This is not a permissions-based action but is based on the user's position and site they are associated with. The Superintendent/Manager of a jobsite has the ability to approve asset requests from their specific jobsite only.
How to Approve or Deny a Single Request
- 1
- Click "Resource Management" on the left-hand navigation menu.
- 2
- Click on the "Requests" tile.
- 3
- Click on the eye icon next to the specific request to view the Request Approval page.
The request can also be accessed by clicking the hyperlink in the notification you received.
- 4
- Review the Request Approval to determine whether to approve or deny the request.
The Request Approval page will display details on the specific asset including how far it is from the requested site, pending maintenance, and the asset schedule.
- 5
- Deny or approve the request.
- 5a
- Click "Deny Request" to deny and then click "Yes" on the pop-up message to confirm.
NOTE: A request can also be denied without viewing the Request Approval page by clicking on the "X" icon on the right side of the request line on the Received Asset Requests page.
- 5b
- Click "Approve Requests" to approve.
The request will be sent to the Asset Approver for final approval of the request.
Bulk Actions
Field approvers can bulk Approve, Deny, or Cancel Requests. Select the requests you'd like to approve, deny, or cancel and select the appropriate action to manage the requests.
