Skip to main content

Managing Resource Requests and Approvals Dashboard

  • Updated

Managing Resource Requests on the Resource Side

To view a request as a Resource Approver, navigate to Resources & Forms and click on the resource for which you wish to view requests.

  1. Go to the Requests tab. Here, you can view:

    • Request packages (if applicable to the resource request method).
    • Individual items.
    • Filter requests by Form, Status, Advance Type, Portal, Category, Item, Form Response, and Fulfillment Status.

  2. To view request details, click on the desired request. From here, you can:

    • View the Item Summary and Form Responses.
    • View Individual Items.
    • Add Internal Comments (NOT visible to portal requesters).
    • Add Portal Comments (visible to portal requesters).
    • View the Request History.
    • Revert the request to Draft.
    • Edit the request.
    • Submit the request for approval after editing.
    • Approve or Deny the request.

  3. You can also perform bulk actions on requests:

    • Check the box next to the requests you want to modify.
    • Click the Selection button.
    • Choose Draft, Publish, Approve, or Deny.
  4. Edit informational columns on the request screen.
    • Click the ellipsis menu to the right of the New Request button.
    • Drag the columns to edit your view of the request screen. 

💡 Note: The chosen action will apply to all selected requests.

Managing Requests from the Resource Form

To view a request as a Resource Form Approver, navigate to Resources & Forms, select the resource, and then choose the form you wish to view.

  1. Go to the Requests tab. Here, you can view:

    • Request packages (if applicable to the resource request method).
    • Individual items.
    • Filter requests by Status, Advance Type, Portal, Category, Item, Form Response, and Fulfillment Status.

  2. To view request details, click on the desired request. From here, you can:

    • View the Item Summary and Form Responses.
    • View Individual Items.
    • Add Internal Comments (NOT visible to portal requesters).
    • Add Portal Comments (visible to portal requesters).
    • View the Request History.
    • Revert the request to Draft.
    • Edit the request.
    • Submit the request for approval after editing.
    • Approve or Deny the request.

  3. You can also perform bulk actions on requests:

    • Check the box next to the requests you want to modify.
    • Click the Selection button.
    • Choose Draft, Publish, Approve, or Deny.
  4. Edit informational columns on the request screen.
    • Click the ellipsis menu to the right of the New Request button.
    • Drag the columns to edit your view of the request screen. 
    •  

💡 Note: The chosen action will apply to all selected requests.

Submitting Requests from the Resource Side

To submit a new Resource Request:

  1. Navigate to Resources & Forms and click on the Requests tab.
  2. Click New Request.
  3. Complete the following fields:
    • Advance Type – Select the advance type that includes the portal you want to submit a request through. 
    • Portal – Select the portal for the request.
    • Form – Choose the resource form the request will originate from.
  4. Select the required Items and complete the Form Questions.
  5. Click Submit for Approval.
  6. You can then Approve the request.

Managing Resource Requests on the Approvals Dashboard

The Approvals Dashboard allows you to approve requests across multiple projects.

To access it:

  1. Click the Approvals icon in the top right corner.

  2. Use filters to narrow down requests by:

    • Org – If you have access to multiple orgs, filter approvals by org.
    • Project – Filter approvals by the originating project.
    • Form – Filter approvals by the form used for the request.
    • Advance Type – Filter approvals by advance type or portal grouping.
    • Portal – Filter approvals by portal.

  3. To view request details, click on the desired request. From here, you can:

    • View the Item Summary and Form Responses.
    • View Individual Items.
    • Add Internal Comments (NOT visible to portal requesters).
    • Add portal comments (visible to portal requesters).
    • View the Request History.
    • Revert the request to Draft.
    • Edit the request.
    • Submit the request for approval after editing.
    • Approve or Deny the request.

  4. You can also perform bulk actions on requests:

    • Check the box next to the requests you want to modify.
    • Click the Selection button.
    • Choose Draft, Publish, Approve, or Deny.

💡 Note: The chosen action will apply to all selected requests.

 

My question is not answered here.  What do I do now?  

If you are experiencing a technical issue, email a summary of your issue to Event Systems at amp@c3presents.com.

 

Related articles