Jira Requisition Request Guide

This page is a step-by-step guide for the Requisition Request in Jira. This process is intended for receiving pre-approval to purchase goods and/or services. If you need to request pre-approval for travel and entertainment expenditures, please follow the steps outlined in the Spend Authorization Request page.

How to obtain pre-approval to order goods and services

Step 1: Select Requisition Request issue type in Jira

Step 2: Complete every field in the form (double-click to enlarge):

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Step 3: Assign the ticket to your supervisor and route the ticket through the stream of approval.

• From here, the assignee must approve the approval request by typing “approve” in the comments section on the ticket and assign the ticket to his or her supervisor until the request reaches a Vice President. Once the Vice President grants approval, then the Vice President must assign the ticket back to the original initiator of the ticket.

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Once the ticket is returned to the initiator, the initiator may submit a Request for Payment (RFP) or Purchase Order (PO) by creating a “sub-task” of the approval ticket:

Step 4: Create Sub-Task

• Click “Add”

• Click “Sub-Task”

• Choose between Create Purchase Order and Issue Payment