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Asset management · 4 steps

Approve or reject a request

Work through the approval levels, then turn an approved purchase into an asset on the register.

Before you start: Only the approver named for a level, or an owner or admin, can decide that level.

1Open the request

On Asset Management → Procurement use the Pending filter to see what is waiting, and click a request.

Scalar360 screen: Open the request
Numbered outlines show what to click, in order.

2See where it stands in the approval workflow

Approval workflow shows each level in order. The level awaiting a decision is marked Awaiting; decided levels show Approved or Rejected, with the date and any comment.

Scalar360 screen: See where it stands in the approval workflow
Numbered outlines show what to click, in order.

3Approve or reject

Under Decision for level 1, add an optional comment and choose Approve or Reject. An approved level passes the request to the next one. A rejection stops it.

Scalar360 screen: Approve or reject
Numbered outlines show what to click, in order.

4Create the asset from an approved request

Once every level has approved, the request shows Create asset (Create work order for a service request). Choose it and the request is marked Fulfilled. A purchase links to the asset it created.

Scalar360 screen: Create the asset from an approved request
Numbered outlines show what to click, in order.
Set up approval workflowsDefine who must approve asset requests by type and amount, so high-value purchases always go to the right people.Raise an asset purchase or service requestAsk for a new asset or a repair, with an estimated cost and the people who must approve it, and follow the request until it is fulfilled.

Still stuck? Contact our support team — or start a free trial to try this in your own company.