Instructions
Login
Login to Rivur with account email and password.
Navigate to Project
Select the desired Capital Request project
Navigate to “Capital Request”
On the left hand navigation menu select “Capital Request”
Add New Request
Select the green “Add New” button on the upper right corner.
This opens a new screen where detailed information of the request can be entered.
Enter Capital Request Data
Fill out the following fields:
Vendor
Note: If you do not see the vendor you need in the drop down then you will need to add a New Vendor to the Project before creating a Capital Request.
Description
Upload PDF(s)
Select “Browse”
Locate necessary PDF
Select “Open”
Repeat as necessary for the number of PDFs
Add Comment
Provide any details or explanation to mitigate unnecessary questions, emails, or iterations
Select the associated Account Code(s) in the drop down
Enter amount allocating to the account
Helpful Hints: The Purchase Order Number will auto populate.
Save Capital Request
Select blue “Save” button at the bottom of the screen to save the Capital Request
Submit Capital Request for Approval
Once the initial Capital Request is saved, you can now submit the request for approval by selecting the yellow “Submit for Approval” button in the upper right corner.
This will bring up a screen for additional comments and the approval chain of the request. Select the green “Submit & Approve” button