When a Submitter adds, edits, or deletes information on one of their assigned entities, a Change Request is created.
The user will know that a Change Request is being created as the below information message will be displayed at the top of the screen.
When the user completes entering the data into the Change Request, they will navigate to the next step of the Approval process, which is the Supporting Documentation screen.
In this step, they are provided with the opportunity to upload supporting documentation relating to the change being made.
The ‘Add’ button will allow for the upload of supporting documentation.
Please note: Edit Users who have browse or no access to documents to upload or attach to documents, can upload or attach GEMS documents to the approval.
Once the ADD button is clicked the user can upload multiple documents or link existing documents to GEMS to the approval’s workflow process for documentation.
After the documents are uploaded the Multiple Document Summary Screen will appear allowing the submitter to customize document details.
Once the required documents are uploaded the change request can then be submitted
