Resource approval process

Resource approval process

Resource requests process
The resource approval process provides the ability to request and approve personnel and logistic resources, based on qualifications and availability. In th...
Process a resource request
To process a resource request, you log on as a requestor (site planner in this example) and navigate to the Resources menu item. Then to the  'Resource ...
Approve a resource request
To approve a resource request, logon as the approver (resource manager in this example) and navigate to the resources tool. Also, notice the pop-up...
Deny a resource request
To deny a resource request, log on as the approver (resource manager in this example) and navigate to the resources tool. There is also a pop-up notificatio...
Check and confirm (approve) a resource request
To check a resource request, log on as the requestor (site planner in this example) and navigate to Resources > Resource plans. Notice the pop-up notific...
Check and confirm (approve) the amended resource request
To check and confirm (approve) the amended resource request, log on as the approver (resource manager in this example), go to ' Resources' and open ...
Responding to a request denial and edit the assigned resource
To respond to the request denial and edit the assigned resources; and re-approve, logon as the requestor (site planner in this example) and navigate to Reso...
Assign resources to a resource plan
After a resource request has been approved, you are able to create a resource plan (learn more about creating a resource plan) where you assign all required...
Create a resource plan
After a resource request has been approved, you are able to create a resource plan where you assign all required resources (manpower and logistics) to a res...