How do I follow a request I submitted?
Once you submit a request to workflow, here is what you see and what actions are available to you.
Request Status View
When you open a submitted request (from the In Progress tab), you see:
- Status Header: Displays "Expense Request" with IN PROGRESS in orange text.
- Workflow Progress Bar: A visual step indicator showing all approvers in the chain:
- Current approver: Highlighted in yellow/gold with a pencil icon -- this is who the request is currently waiting on.
- Future approvers: Shown with a lock icon -- these approvers will receive the request after the current level approves.
- Completed approvers: Shown as completed after they approve.
What the Initiator Can Do
| Action | Description |
|---|---|
| Open (pencil icon in the list) | Open the request in read-only mode to check its status and see the workflow progress bar |
| Cancel | Cancel the request while it is still in progress (see below) |
| Export to PDF | Download the request details as a PDF |
Cancelling a Request
If you need to withdraw a submitted request:
- Open the request from the In Progress tab.
- Click the Delete button (available to the original requestor).
- The workflow is immediately terminated -- no further approvals occur.
- The request status changes to Cancelled.
- Approvers are notified of the cancellation.
Important: Once cancelled, a request cannot be resubmitted. You would need to create a new request.