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You have permission to approve vendors' requests if your user name is entered in the Approver field on the System Settings – Demographics Request Setup page. You can identify only one approver. You also have permission to override "override" approvals if you are assigned the system administrator role.
As an approver, you may access the Approval Queue to list:
Demographic requests pending your approval
Past demographic requests approved by you
All demographic requests pending approval
All past demographic requests approved
You can approve or reject multiple demographic requests at the same time or view and approve or reject single demographic requests.
You can filter the Approval Queue by request date, requested by, request type, or additional information. You can also sort the Pending My Approval and Past Requests views in ascending or descending order by Request Type, Request Date, Requested, or Additional Information. A Down arrow (Descending) or Up arrow (ascending) displays to indicate the column heading used to filter and/or sort the requests.
The following links display on the Approval Queue page.
Link |
Purpose |
Click the link for more information |
Request Date link |
Click the Request Date link to display the demographic request details, and to approve or reject the demographic request. |
Use the following statuses to filter Approvals grid.
Status |
Purpose |
My Pending Approvals |
Click the My Pending Approvals status to list demographic requests in the Approvals grid ready for your approval. This is the default view. |
My Past Requests |
Click the My Past Requests status to list demographic requests in the Approvals grid that were approved or rejected by you or canceled by the vendor. |
Pending Approval |
Click the Pending Approval status to list all unapproved demographic requests in the Approvals grid. |
Past Requests |
Click the Past Requests status to list approved, rejected, and canceled demographic requests in the Approvals grid. |
The Approvals grid lists, by default, the requests waiting for your approval or rejection. It includes the following fields.
Column Heading |
Description |
Check box |
As an approver,
click to select the check box that corresponds to each demographic
request to be approved or rejected; or click the check box at
the top of the column to select all demographic requests submitted
to you for approval. Click the |
Request Date |
This column lists the date and time each demographic request was submitted by the vendor. This date is a link; click this link to display the demographic request details and, if waiting for approval, to approve or reject the demographic request. |
Requested By |
This column lists the name of the vendor that submitted the demographic request. |
Request Type |
This column lists the type of request submitted by the vendor. Currently, the vendor can only enter demographic requests (Request Type = Demo). |
Additional Information |
This column contains a brief description of each demographic request. |
Status |
This column contains the status of the request, i.e., Pending, Approved-Finalized, Canceled, or Rejected. |
You can filter the Approvals grid by Request Date, Requested By, Request Type, Status, and Additional Information criteria. Applying multiple filter criteria limits the number of requests displayed.
The filter criteria is retained when navigating to another page in alio Vendor Portal. The filter criteria is not saved when you manually remove or change the filter criteria, close the grid filter, or log out of alio Vendor Portal. The filter values are also removed if your alio Vendor Portal session is timed out.
If necessary, click the
Filter button 
to display the filter criteria
boxes that correspond to each heading on the grid.
Type the filter criteria in each applicable box; use the % sign as a wildcard character. For example, to list all requests for a specific month, type the number of that month followed by the percent sign (e.g., 01% to list all requests submitted in January). You can type the percent sign in the following positions: X%, %X, and %X%.
Press the Enter key to apply the filters to the grid.
button to approve the selected requests or click the 
button to reject the selected requests.