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Manage Authorisation Panels

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:
  • For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the panel details have been updated. The Authorisation Panel status is set to Approved and the changes are implemented.
  • For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The Authorisation Panel Status is set to Pending Approval. Another Administrator must approve or reject the change made to the Authorisation Panel.
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.
3 Click Approve on the Control Bar
RESULT: The change is approved and is implemented.
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.
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.
5 Enter a rejection reason and click Submit to confirm your action
RESULT: The change is rejected and will not be implemented.
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:
  • For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the Authorisation Panel has been deleted. The Authorisation Panel Status is set to Deleted.
  • For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The Authorisation Panel Status is set to Pending Approval - Delete. Another Administrator must approve or reject the request to delete the Authorisation Panel.