Kash Farooq
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Articles
Recent activity by Kash Farooq-
BD-01 Approve or Dispute Payment Requests
Description: how to view a payment request submitted by a supplier and approve or disputePrerequisites:You must be logged in as a Buyer and be the approver for the project.Steps: Go to the dashboar...
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R-01 - Project stages and statuses explained
R-01 - Project stages and statuses explainedAudience: All usersDescription: The full set of project stages and the statuses within each.Type: Reference guide.Stages: New Request - The New Project ...
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G-01 - Logging in to Elevate
G-01 - Logging in to ElevateAudience: All usersDescription: How to log in to Elevate, and how to request access if you don't have an account.Prerequisites:You need an Elevate account. If you don't ...
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B-01 - Getting started: your dashboard
Description: What the dashboard shows and how to use it to prioritise your work.Prerequisites:You must be logged in through your buyer account. What you see is based on your role and project involv...
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BD-02 Viewing your Projects In delivery
Description: The Project Details page provides an overview of the project in delivery, including key dates, budget information, payment requests, invoices and supplier requests.Prerequisites:Be log...
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R-02 - Task statuses and workflow reference
Description: Task statuses, the New Project Request task workflow, and checklist visibility.Type: Reference guide.Task statuses: Created In Progress On Hold - set automatically when a query is rais...
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B-02 - Starting a New Project Request
Description: How to open a New Project Request and work through the question journey.Prerequisites:You must be logged in as a Buyer with the New Project Request button available to you.Steps:Go to ...
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BD-03 Managing Invoices
Description:How to view, search, download and track invoices within Elevate.Prerequisites:You must be logged in through your buyer account.You must have the required invoice permissions. For detail...
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R-03 - Adding notes to tasks
Description: How to add notes to a task, and how notes differ from comments.Prerequisites:You must be a task user.Steps: Open the task. Add a note by clicking the ‘+’ button at any time to leave co...
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B-03 - Saving and resuming a draft project request
Description: How to save a draft and resume it later.Prerequisites:You must have started a New Project Request (see B-02).Steps:At any point in the journey, select "Save and Exit" to save your draf...