Knowledge base Workflow Management and the Approval Process

The procurement platform in myInsight features a robust approval management process that’s easy to both use and manage right from your dashboard, whether you have one or multiple web groups. You can use the feature as an approver of orders or as a requestor of approval for orders to streamline the procurement process. 

As a requestor, you’ll see the order number, which links to the order for easy review. You’ll also be able to view the approver(s) for each order number, where the order is in the approval process and how long the order has been waiting for approval, as well as an option to cancel the order. 

As an approver, your dashboard view is slightly different. You’ll still see the order number, but instead of approvers, you’ll see the name of the requester, how long the order has been waiting for approval, and a drop-down menu to grant quick approval, denial or set the status to be under review. 

Frequently asked questions — approval process