Requests can be denied individually or in a batch. Denying requests individually allows you to record a different decision date and any additional information on the denial form for each request, while denying in a batch is an efficient method if you do not need to record unique dates or information.
Deny a Request Individually
- Navigate to a request on a workload page or the Requests & Decisions page.
- Click the Project Name.
- Click Deny Request.
- Add the applicable information, and then click Deny Request.
- This will change the status of the request to Denied and move it off of the dashboard.
- Answer all the required questions on the denial form so the request can be fully denied.
- If all of the questions on the denial form are not answered or if Save Denial is clicked, the request will move into the Denial Draft workload page on the dashboard. The request will remain there until the denial form is completed.
- The denial form can be accessed from the Denial Draft workload page by clicking the paper and pencil icon next to the request.
- The Decision Date and Grant Date will auto populate with the date the user denied the request; however, the date fields can be edited.
- Decision Date is typically used as the date the grant was denied after evaluation, but any date can be chosen.
- Grant Date is the date of the General Ledger transaction or posting date. The grant date has to be in an open financial period in CommunitySuite for integrated sites.
Deny Requests in Batch
- Navigate to the requests on a workload page or the Requests & Decisions page.
- Check the box next to each request that will be denied.
- Click Batch Actions, and then click Deny Requests.
- Click OK.
- Add the applicable information, check the warning box, and then click Deny Requests.
- Batch denying requests cannot be undone.
- The date and comment will be recorded for all requests in this batch.
- When denying requests in batch, the Decision Date is the only field available to update and will automatically populate the Grant Date with the same date as the Decision Date.
- If the Grant Date needs to be edited, it will have to be manually edited on the grant or the Decision Date can be set as the Grant Date.
- Decision Date is typically used as the date the grant was denied after evaluation, but any date can be chosen.
- Grant Date is the date of the General Ledger transaction or posting date. The grant date has to be in an open financial period in CommunitySuite for integrated sites.