Manage Requisitioners

Requisitioners are the employees authorized to create requisitions — purchase requisitions, employee reimbursements, job requisitions, replenishment PRs, & warehousePRs.

Add a requisitioner

The requisition types included in the window will be based on the types of requisitions your district uses.

  1. Select Manage Requisitioners from the Administration menu. The Manage Requisitioners window opens displaying all employees with records in Manage Employees.

  2. Click Add, and the Add Requisitioner window opens.

  3. Select the User/Employee from the pull-down list.

  4. Complete the fields as described.

  5. Click Save.

Edit a single requisitioner

The requisition types included in the window will be based on the types of requisitions your district uses.

  1. Select Manage Requisitioners from the Administration menu. The Manage Requisitioners window opens displaying all employees with records in Manage Employees.

  2. Check the box for the requisitioner you want to edit, and click Edit, or click the Requisitioner Name link. The Edit Requisitioner(s) window opens.

  3. Edit the fields as needed.

  4. Click Save.

Edit multiple requisitioners

Use this option to make the same changes to a group of employees. The requisition types included in the window will be based on the types of requisitions your district uses.

  1. Select Manage Requisitioners from the Administration menu. The Manage Requisitioners window opens displaying all employees with records in Manage Employees.

  2. Check the boxes to select all employees for whom you want to make the same changes, and click Edit. The Edit Requisitioner(s) window opens displaying the number of selected employees.

  3. Edit the fields as needed.

  4. When finished making changes, click Save.

 

Return to Approval Process Overview

Return to Requisition Approval Process Overview

Return to Administration Overview