Edit Panel
To edit an Authorisation Panel, follow the steps below:
STEP | ACTION |
---|---|
1 | Go to the Administration > Other Settings screen |
2 | Click on the Panel in the Authorisation Panels section |
3 | Click Edit on the Control Bar |
4 | Update the panel details as required |
5 | Click Save on the Control Bar
RESULT: A confirmation message is displayed. The result depends on the Administration Model being used:
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Approve Panel Changes
To approve changes made to an Authorisation Panel, follow the steps below:
STEP | ACTION |
---|---|
1 | Go to the Administration > Other Settings screen |
2 | Click on the Panel in the Authorisation Panels section The Authorisation Panel will have a Pending Approval Workflow status.
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3 | Click Approve on the Control Bar
RESULT: The change is approved and is implemented.
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Reject Panel Changes
To reject changes made to an Authorisation Panel, follow the steps below:
STEP | ACTION |
---|---|
1 | Go to the Administration > Other Settings screen |
2 | Click on the Panel in the Authorisation Panels section The Authorisation Panel will have a Pending Approval Workflow status.
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3 | Click Reject on the Control Bar |
4 | Click Yes in the confirmation pop-up window
RESULT: A Reject Comments window is displayed requesting a reason.
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5 | Enter a rejection reason and click Submit to confirm your action
RESULT: The change is rejected and will not be implemented.
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Delete Panel
To delete an Authorisation Panel, follow the steps below.
- This action cannot be reversed. Once an Panel has been deleted it cannot be reinstated.
- An Authorisation Panel cannot be deleted if it is assigned to a product in your Authorisation Matrix
STEP | ACTION |
---|---|
1 | Go to the Administration > Other Settings screen |
2 | Click on the Panel in the Authorisation Panels section |
3 | Click Delete on the Control Bar |
4 | Click Yes in the confirmation pop-up window
RESULT: The result depends on the Administration Model being used:
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