Notification email workflow for budgeting and planning approval workflows

The notification email workflow for budgeting and planning approval workflows is different than the notification email workflow for other finance requests. The following table describes the notification email workflow when an action occurs.

Action Who Initiates Document Status Email Sent Recipient
Cancel approval request Budget contributor or budget administrator Pending Approval Yes Approvers, approver alternates, notification only approvers, and depending on the scenario, the approval request sender. The approval request sender receives an email in a scenario where the user who cancels the approval request is not the same as the sender.
Send approval request Budget contributor or budget administrator Pending Approval Yes Level 1 approvers, notification approvers for level 1, and approval alternates for level 1.
Next level approval Budget approver Pending Approval Yes Level 2 approvers, notification approvers for level 2, approver alternates for level 2, and other approvers on level 1 whose attention is no longer required.
Fully approved Budget approver Approved Yes Approval request sender.
Reject approval Budget approver Pending Approval Yes Approval request sender.
Reopen Budget contributor or budget administrator Approved Yes Approval request sender and approvers.

Set up budgeting and planning

Feedback

To send feedback about this page, select the following link:

feedback-product-docs@sparkrock.com