Recall Escalated Order from Manager


Matter Manager + Contract Administrator + Job Originator + Scheduler + Verifier + Accounts


There could be various reasons. For example, the Order may no longer need  approval due to changes of circumstance or the Order may need modification before it is again escalated to the manager.


This procedure occurs if the user escalates an Order that requires manager attention. The user can escalate the Order at any stage of processing after the Order is created as long as the Order is on the Customer side for action.

  • NOTE: If the value of the Order, Claim or Invoice exceeds the authorisation level of the person performing the action, the Order, Claim or Invoice will be automatically escalated to the Manager for approval.  This automatic escalation occurs post itemisation in order creation, when processing a budget variation, at claim verification and at invoice approval.

In the following example, the Order was escalated from the Categorise Order stage and the Matter Manager now wishes to recall the escalation.

1. On the LPG menu select Worklist > Viewable.
The My Worklist Summary appears.

2. Scroll down to the Orders section and click My Orders requiring Manager Approval (View Only).
NOTE: If there are no Orders requiring approval (Count is 0), you cannot click on the link.
The list of Orders that have been escalated to the manager for approval, both manually and automatically, appears.

3. Click the Action button next to the escalated Order that you wish to recall.
The View Order screen appears with the Details tab selected.

4. Scroll to the bottom of the screen and click the Recall button.
The Confirm Recall Order screen appears.

5. Scroll to the bottom of the screen and click the Confirm Recall button. 
The display returns to whatever stage the Order was at when it was escalated to the manager. In this example the Order was escalated from the Itemise Order screen, so it returns the Order to the same state as when it was escalated.

Tips & Troubleshooting

  • NOTE: Once the Order, Claim or invoice has been escalated to the manager, it cannot be further processed until the Manager responds to the escalation or the Escalation has been recalled.
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