Completing Requisition Details: Add a PI/Other Approver
Summary: Learn when and how to add a PI/Other Approver.
Each Division defines their approval requirements. Contact your departmental Business Office for assistance determining approval requirements. If someone needs to see your order before it obtains budget approval, then you need to enter that person as a PI/Other Approver.
How to Add a PI/Other Approver
The Edit Cart screen is the first screen shoppers see after completing the process of adding items to a requisition (cart). Click on the cart name in the upper right corner of any screen to go to the Edit Cart screen.
Click on the leading text: "Select from profile values..." and choose the needed PI/Other Approver.
If the needed PI is not in the list, to choose an alternate approver:
Click on the leading text "Select from all values..."
A search box will appear. Type the person's first or last name with asterisks on both sides (i.e.: *Susie*) in the Value box. Then Search.
A list of available names will pop up. Select the needed PI/Other Approver.
