The software allows you to set approval limits within the Gifts/Hospitality Register, which automatically creates an approval task for a user or group when the value of a gift or hospitality goes above the firm’s acceptance limit.
To complete the review, follow the steps below:
Locate the approval task then click View.
Next to Has enough information has been provided for you to make a decision, select Yes or No.
If you have checked Yes:
From the Decision drop-down, select Accepted or Rejected.
In the free text field, enter the reason for your decision.
Click Submit Decision
If you have checked No:
In the free text field, enter the required information details.
Within the More information to be requested from field, select the required user.
Select the date the information is due.
Click Request More Information.
Note: This will create a new task for the user selected.