Approve or reject a gifts and entertainment disclosure request

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 1 minute to read

    • Approve or reject a gifts and entertainment disclosure request assigned to you or a Legal - Gifts Compliance group of which you're a member.

    Before you begin

    Role required: sn_lg_gifts.gifts_fulfiller or sn_lg_ops.request_fulfiller

    About this task

    The Gifts Approval flow available in the base system, automatically routes your gifts and entertainment disclosure request through multiple approval levels. Once your request gets approved, it moves on to the next level.

    Note:
    If the approval is assigned to an approval group, any member from the group can approve or reject the request.

    Procedure

    1. Open the approval request
      MethodSteps
      From Legal Counsel Center list
      1. Navigate to All > Legal Request > Legal Counsel Center.
      2. Select the list icon (List icon).
      3. In the Lists tab, under My Work, click Items Pending Approval.
      4. In the Items Pending Approval list, open a request by clicking the request number in the Approving column.
      From Legal Counsel Center landing page
      1. Navigate to All > Legal Request > Legal Counsel Center.
      2. Select View All on the Pending approval widget
      3. Select the request for approval.
      From Employee Center
      1. Navigate to All > Self Service > Employee Center
      2. On the menu bar, click the My Tasks.
      3. Under the Open tab, select the request for approval
    2. In the Approvers tab, click Requested in the State column to open the approval form.
    3. Approve or reject the request.
      • To approve the gifts and entertainment disclosure request, click Approve.
      • To reject the gifts and entertainment disclosure request, click Reject.

    Result

    The approval status of the request is updated in the Approvers tab.

    The following table shows the results of approve and reject actions on the approval request.
    Table 1. Results of actions on the approval request
    Approve Reject
    • The state of the current approval level in the request updates to Approved.
    • If available, the request advances to the next approval level and is assigned to an approver or approver group set in the approval level. The state of the next approval is set as Requested.
    • If the current approval is the last in the approval flow, the approval moves to the Approved state. The legal request status changes to Approved.
    • The state of the current approval level in the request updates to Rejected.
    • All the subsequent approval levels in the approval flow are skipped.
    • The legal request status updates to Rejected.
    • The comments for rejection posted by the approver is added to the request.