Follow an approved request to the next step
Use the originating record to see what still needs to happen after an approval.
Follow an approved request to the next step
An approval can finish one stage while leaving further work. A purchase may still need an order, a claim may need Finance review, and an approved leave request may need its balance effect checked.
Start with the exact request
1. Open Pulse → Requests and find the request by its reference. Read its category and current stage.
2. Decide the question you need answered. “Has Finance reviewed this claim?” is more precise than “Is it all done?”
Check the originating module
3. Open the module that owns the process. For an expense claim, use Finance → Expenses & claims → Expense claims and find the exact reference.
For a purchase, inspect the related purchase request and its explicitly linked order in Procure. Do not treat a similar title as proof that an order belongs to the request.
4. Compare the source’s current stage and decision history with Pulse. Read any relationship to the next record, such as a purchase order, rather than inferring it from a status label.
5. Identify the next responsible role and remaining work. Follow the actual process: another review, ordering, receiving or payment may each be separate.
Explain the result clearly
A useful update might be: “The manager review is complete; the claim is now in Finance review.” That is more accurate than “The claim is paid” when no payment has been confirmed.
You should be able to connect the request to its source and say what happens next. If the source is unavailable, ask its owner for the missing information rather than using a missing card as proof of completion.
Remember: A decision event, a current stage and a completed business outcome describe different things. Keep them distinct when updating a colleague.
Continue learning
In this series: Track requests and decisions — guide 5 of 6.
Turn what you learned into the way the team works.
Mark this lesson complete once the workflow exists in your workspace—not simply when you reach the bottom.