The SciQuest environment
makes available two types of roles:
Requester
- user of the SciQuest environment who will shop and/or buy.
Approver
- user of the SciQuest environment who will shop, buy and/or
approve orders generated by others.
Each of these two roles
is associated with limits. Requester roles are
associated with self-approval limits and range
from $0 - $5,000. Self-approval limits determine the amount up
to which individuals with the role can buy without the requirement
of an additional approval. All Approver Roles have a $0 self-approval
limit. If self-approval is desired, then an additional Requester
role needs to be assigned to those with approval authority.
For Approvers,
administrators should consider which business office
staff will be responsible for reviewing and approving the orders
of others on a routine basis. Such users should be given sufficient
approval authority to handle approving the most common orders.
In addition, administrators should consider who will need to look
at larger orders and provide those users with a higher level of
approval authority. A hierarchy of approval capabilities will
allow for appropriate allocation of workload while ensuring that
large purchases are presented for review by more senior or experienced
staff.
For Requesters,
administrators should consider the experience and accuracy
of each user when considering what limits to provide them with.
As an example, users who routinely execute orders, accurately
specifying charging instructions and expenditure types, could
be considered for higher self approval limits. Conversely, users
who are challenged with specifying charging instructions and expenditure
types accurately could be given a role with a low or zero dollar
self approval limit (Reviewer $0) until they display more accuracy.
Review role
definitions and options below to determine appropriate limits:
Role
definitions and option
It
is critical that you first load all of your Approvers into START
prior to loading Requesters. To help you organize
and collect the information that you will enter into START to
provide your users with access to SciQuest, feel free to use the
Data Collection Spreadsheet (template) below to gather the data
required in the START data fields.
NOTE: Administrators
should set up appropriate default Approvers for each SciQuest
user through START. When providing initial SciQuest access to
users, this will ensure that orders are routed for approval to
appropriate approvers for each user.
Data Collection Spreadsheet
START instructions for SciQuest access
