Add Ad-Hoc Approver to Requisition Workflow

Typically, requisitions require department buyer, financial, restricted items, EHS, and other required approvals. Ad-hoc approvers are manually entered into the requisition workflow. This tool is helpful to customize workflows. For example, users can set up orders where Principle Investigator approval would be required before department buyer or financial approvers can provide approval.

Procurement Services
9 steps

**READ FIRST:** If issues occur when logging into UCIBuy+, confirm that one of the supported browsers—**Google Chrome, Microsoft Edge, or Mozilla Firefox**—is being used. Ensure employment status with the university is active in UCPath. In the browser settings, allow **pop-ups** and **third-party cookies**. If problems persist, refer to the [**FAQ section on the UC Irvine Procurement website**](https://procurement.uci.edu/ucibuy/faqs.php) for additional guidance.

**READ BEFORE MOVING FORWARD:** - To add someone as an ad-hoc approver, they must have an active user profile in UCIBuy+. - If users try to add someone who is out of office (e.g., on vacation or sick) as an ad-hoc approver, the document will be stuck until they're back to approve it.

Navigate to <https://ucibuy.uci.edu/>and enter single-sign on credentials.

Select **Add**.

Specify after which step in the workflow the ad-hoc approval should be placed by selecting the desired option from the drop-down menu (e.g. **Upon Submission (First Step)**). The system will list all the anticipated future steps in the workflow as options.

The system provides a default **Step Name** (e.g. Ad-hoc 1). However, this can be edited if the user wants to provide a name that better states the type of ad-hoc approval being added. For example, when adding a Principle Investigator (PI) as an ad-hoc approver, the user may label the step name as "PI Approval".

In the **Ad-Hoc Approvers** field, search for the desired ad-hoc approver (e.g., Andrew Calderon).

In the **Comments** box, type "**PI approval request**."

Select **Save**.

Under the **Summary section**, ad-hoc approval is now in the workflow. Select on the **Ad-hoc 1** hyperlink to verify the selected ad-hoc 1 approver is the correct one.

To add another ad-hoc approver, select **Add**. \ \ Keep in mind that users can add more ad-hoc approvers to the workflow (if needed).