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Approve and Reject Service Request

  • This applies to the Order Cheque Book, Return of Incorrectly Received Funds, and Close Periodical Payment service requests
  • You must have the appropriate permissions to approve or reject a service request
  • You will receive an email each time a service request status changes

Approve Service Request

STEP ACTION
1 Go to the Service Requests > Cash Management screen
2 Click View > Requests Awaiting Approval or Request Requiring Action from the Control Bar to view all service requests Pending Approval. If required, you can further refine the service requests on screen by using Filter or Sort:
  • Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
  • Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
RESULT: The service requests that you are entitled to approve will be displayed
3 Click on the service request in the list to display the Service Requests Details screen
4 Review the service request details and Click Approve
RESULT: The request will be in an Awaiting Fulfillment status and is submitted for processing

Reject Service Request

STEP ACTION
1 Go to the Service Requests > Cash Management screen
2 Click View > Requests Awaiting Approval or Request Requiring Action from the Control Bar to view all service request Pending Approval. If required, you can further refine the service request on screen by using Filter or Sort:
  • Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
  • Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
RESULT: The service requests that you are entitled to reject will be displayed
3 Click on the service request in the list to display the Service Requests Details screen
4 Click Reject
5 Enter a reason for rejecting the service request. Click Ok.
RESULT: A confirmation message is displayed advising that the service request has been rejected and the service request status changes to Approver Rejected