Adding or modifying an approval stage for reservations

Stages represent the individual approval points for a reservation. You can assign a specific system user to approve each stage of a reservation request prior to moving forward towards approval. Stages are grouped together into stage sequences which define the order of the stages.

 

    1. Choose one of the following:

    2. Choose one of the following:

    3. In the General section, enter the Stage Description and Site for the stage.

    4. Select the System User responsible for approving this stage.

Note: This user will be sent an email when a request has been made. Once the user has approved a stage, the next stage in the stage sequence will begin.

    1. To attach a file to the stage, click Add New in the Attached File section, if applicable.

    2. Click Save.

Related topics

Adding or modifying a stage sequence

Adding or modifying a system user

 

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