Overview

During the lifecycle of a task, it may go through a quotation cycle to ensure associated costs are reviewed and authorised by the appropriate delegate. This is usually the responsibility of a management-type user, but authorization can also be granted to site users. To receive a quote, the task must be in a workflow status that allows quotations:

Quotation Review Process

If you have the required extended permissions and delegation of authority, a Financial tab will be available on the task page. The supplier will submit a quotation, which must then be reviewed and either approved or declined by the person(s) responsible.

1.Click on the Financial tab

2. Click on the eye icon to view the quote

3. Click Approve or Decline. These options will only be visible if you have the necessary permissions.

For further assistance, contact Technical Support.