To establish a set of users that review incoming budget requests, select the Admin dropdown in the top right of your screen, select your umbrella, hover over Requests along the toolbar and choose Budgets. Next, select the Settings tab along the left-hand toolbar then choose the Reviewers sub-tab.
Note: reviewers do not have any impact on final approval over the request itself. This action is only available to umbrella budget administrators. For any questions about the difference between notified budget administrators and reviewers click here.
This page provides a list of the existing budget reviewers. To add a new reviewer to the list, locate this option at the bottom of the page. This will prompt you to enter the name, title, and email address of the user you would like to add. After you click Submit, the user will appear on your reviewer list but will not be included on any incoming requests until you establish their rules.
Budget reviewers are unique because you can determine when they will be prompted to approve or deny the contents of a submission. You can do this by establishing "rules" that have to be met in order for the email notification to be sent. To set a new rule or edit existing rules for a particular user, click on their name. The resulting page displays the user’s details and existing rules. To add a new rule, locate this option at the bottom of the page. After clicking to add a new rule, you will be prompted to specify what you would like to base the rule on. Your possible options are listed below.
- Budget Category
- Line Item Category
- Amount Exceeds
- Organization Category
- Payment Category
- Request Type
After making a selection, you will be provided additional fields to further specify under what circumstances the reviewer will be included on incoming requests. Complete the required fields and hit Add to complete the rule. See below for an example. In this case, the rule will include the selected reviewer on all incoming requests where the amount exceeds $500 in the budget category “Conferences.”