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Proposals > [Proposal number] > Submit/Approve
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Important: The submit/approve feature for Proposals is optional, and must first be enabled by checking the "Enable proposals submit/approve process" box in the "Approval options" section of the My Account > Company > Settings dialog.
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Note: An Administrator can designate any person, regardless of access level, to be the Approver of anyone else's proposals. See "To approve a submitted proposal" below, and Account > User > Proposals approved by for more information.
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To submit a proposal for approval:
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1. Check the proposal for accuracy by clicking on the "Proposals" tab, then on the number of the proposal, and then on the "View" tab. (See View for more details.)
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2. If you are satisfied with the accuracy of the proposal, click on the "Submit/Approve" button. If you need to make corrections to your proposal, follow the procedure outlined in
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modifying/deleting a proposal, or in
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modifying/deleting a block.
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3. Once you click on the Submit/Approve tab, you will see a "Submit for approval" form that will be emailed to your proposals Approver. Click on the "Submit" button. (Note: If you are the Approver of your own proposals, you will see the message, "You are the owner and approver of the proposal. Click on the approve button to submit and approve the proposal.")
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4. You will be notified by email about the status of your submitted proposal after your Approver has approved or rejected it. You can also check on the status of your submitted approval in My Account > Dashboard > My Status.
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To approve a submitted proposal:
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If you are the Approver of someone else's proposals, you will be notified by email when that person has submitted a proposal for approval. In the email message:
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1. Click on the hyperlinked URL.
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2. Log in to OpenAir.com.
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3. Review the submitted proposal.
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4. Select Approve or Reject from the drop-down menu in the upper left-hand corner of the form. (If you reject the proposal, you can use the optional Text field to give the reasons for rejecting it.)
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5. Click on the "Save" button. The submitter of the proposal will be notified by email about the status of his/her proposal.
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