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How to Set Up Pre-Approvers for Requisitions

​Pre-Approvers for requisitions are supervisors or warehouse gate-keepers who validate spare part requests by pre-approving them. Pre-approvers are not mandatory. They are configured individually or in teams for sites.

1. Teams for Requisition Approval

Set up teams to manage requisition pre-approver and approver.

  • Menu path: Organization | ACL Profiles | Teams
  • Create one or more teams as pre-approvers
  • Add users to each of the teams added
  • The teams can then be configured as pre-approvers for different sites in the next step.

2. Pre-Approvers in Monitor User

"REQ Pre-Approver" role in Monitor User is the one for requisition pre-approvers.

  • Menu path: Organization | ACL Profiles | Monitor User
  • Set up teams or individual users.
    • Sites are selected to assign a team or a user as pre-approvers
    • Optionally edit a team or user in the monitor user list to set "Site" to null so that a team or a user can be pre-approver for all sites.
    • Calem will use supervisor (defined in user record at Organization | ACL Profiles | User list) to find a supervisor or team. If none is found, Calem will find a supervisor user or team by site at "Monitor User".

3. Pre-Approvers by REQ Approvers

REQ approvers can pre-approve requisitions regardless of their approval levels.

  • Menu path: Organization | ACL Profiles | REQ Approval
  • Add teams or individual users as REQ approvers. Set "Site" field to null to approve for all sites.

Additional Resources

How to Implement PM Checklist
How to Report Inventory Valuation in Calem

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