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Knowledge base / Asset Management / Using the app

Requests & approvals

  • Everyone · Approvers
  • Plus · Approvals: Pro
1 min read · Asset Management 1.0.0

Five kinds — New, Loan, Replacement, Return, Issue — raised from the portal with business reason, dates and files. The asset team triages them in views (all open, handled by me, not picked up, waiting for approval, ready to fulfil), with conversation, files, internal notes and history on each request. Approval goes to the requester's manager or a named person; nobody approves their own request. Fulfilment hands out an asset, takes one back, or starts a repair in a single step and closes the request with a system comment.

Capture: New request form for a Loan — kind, dates, justification, file attachment.
New request. Kind, dates, business reason and attachments; progress is tracked under My requests.
Capture: Approvals page as a manager — one pending request with Approve / Reject.
Approvals. Managers decide with Approve/Reject; the requester is told by email.
Capture: request detail as asset team — approval state, fulfil panel, conversation with files, system history.
Working a request. Approval state, one-step fulfilment, conversation and full history.

How it works

  • Approvals are verified against the request's SharePoint version history before fulfilment — a requester cannot fake an approval by editing the request.
  • Approval reminders: after 1 day, every 2 days up to 3 times, then admins. Fulfilment nudges: 3 days after ready, every 3 days up to 3 times.
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