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Routing & Approvals
Weissr Capex Management provides powerful and flexible routing functionality, allowing organizations to create workflows that define the steps and individuals involved in the approval process. These workflows ensure that capex requests are handled efficiently and are in alignment with business needs and regulatory requirements.
This page serves as a guide for end users to navigate routing and approvals in Weissr Capex Management. Learn how to interact with approval routes, manage requests through different steps, and stay informed about decisions and notifications.
What Are Routing and Approvals?
Routing and approvals define a capex request's path as it moves through the approval process. Each step involves decision-makers, notifications, and changes to the request’s status, ensuring an efficient and transparent workflow.
As an end user, you will primarily:
View and track requests as they progress through their approval routes.
Respond to decisions assigned to you as a decision-maker.
Review historical decisions and supporting information.
Stay informed through notifications about changes in the request status or your assigned responsibilities.
What Can You Do?
Monitor Requests
Track where your requests are in the approval process by reviewing the route steps and their current status.Make Decisions
If you’re assigned as a decision-maker, review the request details, supporting documents, and strategic information to approve or reject the request.View Request History
Access past decisions and associated documentation to understand the context and ensure transparency.Receive Notifications
Stay updated on important changes, such as being assigned as a decision-maker or when a request’s status changes.
Explore the Following Topics
How Approval Routes Work
Understand how requests move through routes and how each step impacts the approval process.Making a Decision
Learn how to approve, reject, or escalate a request assigned to you.Viewing Request History
See how to access past decisions, supporting documents, and other important historical data.Staying Informed with Notifications
Discover what notifications you will receive and how they help you stay aligned with the approval process.
Child Pages
In this section
Approval Routes
Approval routes are at the heart of Weissr Capex Management , streamlining and formalizing the entire approval process to match each project's unique requirements. These routes are designed to adapt t
Send Back for Reapprovals
In Weissr Capex Management , users have the flexibility to efficiently manage project approvals by sending projects back to previous steps within the approval route. This feature enhances control and
Approvals from email
As a decision-maker, you can approve, reject or send back a request directly from the approval email, without opening Weissr. Each button in the email opens a short confirmation page with the same opt
Managing Overspend and Additional Funding
When a project exceeds its original budget, it may be necessary to request additional funding through a formal approval process. In Weissr, this can be done for projects that are in the Execution stag
Custom Reports
Custom reports let you export a capex request as a PDF, laid out the way your organisation wants it presented. An administrator builds each report and attaches it to a decision route. You generate it
How to Manage Approvals: Guides & Videos
Welcome to the Approval Process How-To Guides and Videos page! This page is designed to help you navigate and manage approvals in Weissr Capex Management with ease. Whether you're approving requests,
Troubleshooting: No Decision-Makers Available or Why You Cannot Approve
If no decision-makers are available for a step in the approval route or you are unable to approve a step, it typically indicates an issue with permissions, decision rules, or missing data. Use the gui
Investment programs and sub-requests
An investment program groups related requests under one main request . Use it when one investment is split into several projects, for example a plant upgrade in phases, and you want to follow the tota