1. Approving a Request When a request in OnBase requires your approval you will receive an email. The email identifies pertinent information about the request. Click on the link to review the request and associated documents. • The top section shows: • Submitter and their relevant information • Vendor • Item(s) Description and Price • Chart String(s)

2. Approving a Request • The middle section shows: • Requestor if different from Submitter • Attachment: View the attachments using the View button The last section shows: • Approvals • Comments included by the Submitter or Finance Center

3. Approving a Request • After reviewing the form, attachments and comments you have several options: • All is correct • Add any notes that are appropriate by clicking Add Note • Click Approve Purchase Request • Request is not appropriate or needs additional information • Click Deny Purchase Request at the bottom of the form • Type the reason for denial into the dialogue box and click Deny • This message will go to the Submitter • Make Changes to an Approver • Click Add/Edit Approvers • Add an Approver by typing last name, first name and picking from the list • Use the Sequence drop down to re-order approvers • Note you can’t re-order an approval that is complete • Click Route to other Approver at the bottom of the form • Remove an Approver by clicking Remove