How to Approve/Review Documents in C Request

Updated 05/14/07

 

C Request is the electronic system for submitting procurement actions.  All procurement actions must be routed to the appropriate approving officials for approval prior to routing to NOAA Procurement.  The instructions below provide step-by-step instructions on how to review/approve requisitions in C Request.

 

Before you log into C Request, make sure your Internet browser is set to the proper security setting.  Follow the steps below:

 

Ø      Open INTERNET EXPLORER (IE),

Ø      Select TOOLS menu options,

Ø      Click internet options,

Ø      Select ADVANCE folder option,

Ø      Scroll to the end of the list

Ø      Place a check in the box USE TLS 1.0

Ø      Click apply

 

And, make sure you have registered by accessing the following website:

http://www.ago.noaa.gov/ad/systems/orsi_data/orsiinfo.shtml.  Upon completion send an email to Jerry.Rorstrom-Lee@noaa.gov to obtain a user id and password.

 

Now you are ready to sign into the C Request system.  Access the following url: (https://crequestprod.ocs.doc.gov)

 

1.                  Select C Request for NOAA Production

2.                  Enter your user id and password

3.                  Click submit

 

LOCATE REQUISIOTN FOR REVIEW

 

1.                  Open Inbox

2.                  Click on Requisition hyperlink

 

REVIEW ADMINISTRATION INFORMATION

 

1.                  Click on administration

2.                  Verify the information on the Administration, Funding and Addresses Tabs

3.                  Click Save

 

REVIEW ACCONTING INFORMATION

 

1.                  Click Accounting

2.                  Click on the Accounting Code (s) to break the string into segments

3.                  Click Save

4.                  Click Summary

 

REVIEW LINE ITEMS

 

1.                  Click Line Items

2.                  Click Search to display all line items

3.                  Click on Line Item hyperlink

4.                  Review the Administration, Address and Option Tabs

5.                  Click Save

6.                  Repeat Steps 2-5 as needed to review all line items

 

PRINT THE REQUITION

 

1.                  Select Forms

2.                  Select Standard Req.

3.                  Select line item print options (select both the Accounting Codes and Cost of Line Item Applied to the Account Code options for all requisitions)

4.                  Click Apply

5.                  Click View Form

6.                  Click Print

7.                  Close Adobe Acrobat

 

REVIEW SUPPORTING DOCUMENTS

 

1.                  Click Support Documents

2.                  Click on the support document hyperlink

3.                  Click on filename (listed under File Upload) to open the support document

4.                  Close the application (Word, Acrobat, or other)

5.                  Click Save

6.                  Repeat steps 2-5 as needed to review all support documents

 

COMMIT REQUISITON

 

1. Click Commit
2. Click Save and Post
3. Click Summary to refresh the screen until an approved/rejected response is received

 

SUBMIT REQUISITON

 

1.                  Verify and approved commitment response has been received

2.                  Click submit

3.                  Click Save

 

APPROVE/DISAPPROVE

 

1.                  Click Inbox

2.                  Place a checkmark next to the requisition

3.                  Click review

4.                  Select Approve or Disapprove

5.                  Enter comments (as necessary)

6.                  Enter signature Password

7.                  Click Save