Organize Requisitions with Folders

Each user has three standard system folders within NC E-Procurement that can be used to organize requisitions, purchase orders, and receipts: Status Items, Approve Items, and Archive Items. The Status Items folder displays all of the requisitions that the user has created until deletion or transfer to another folder. The Approve Items folder contains all of the requisitions that need to be approved. If the user is not an approver, nothing will display in this folder. The Archive Items folder contains any items archived for future reference. Users can use these folders to organize their work.
 
Moving requisitions to folders
Complete the following steps to move requisitions from the Status Items folder to the Archive Items folder:
  1. From the Home page, click on the Folders link on the Shortcut Menu located on the left hand side of the page
  2. From the Home page, click on the Folders link on the Shortcut Menu located on the left hand side of the page
  3. Locate the Move to Folder drop down menu. Click on the drop-down menu and select the folder to move the item to. If the folder is not listed on the drop-down menu, select 'Other' to view a list of available folder
  4. Once folder has been selected, select the item(s) to move and click the “Move” to Folder button
 
Creating new folders
Personal folders can be created to further organize requisitions, purchase orders, and receipts. Follow these steps in order to create a new folder:
  1. On the Home Page, click on the 'Folders' link on the Shortcut Menu located on the left hand side of the page
  2. From the Explore Folders page, click the 'New Folder' button
  3. On the Create New Folder page, type the name of the folder to create in the 'New Folder name' field
  4. Click the 'OK' button. The new folder is listed on the Explore Folders page
 
The user will now have access to this new folder from the Folder link on the Shortcut Menu. The user can move requisitions to new folder when approving, saving or organizing requisitions. For example, create a ’Returned’ requisitions folder to store requisitions that have been returned. As an approver, a user may create new folders with employee names to organize requisitions already approved. This will allow the user to easily track individual requests as they progress through the NC E-Procurement lifecycle.


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