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Approve and Reject Service Request

  • Approval is required for Order Cheque Book with a new address and Manage Periodical / Automatic Payments 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 Click Service Requests menu, and then click your preferred sub-menu option to view the 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 are displayed.
3 Click on the service request from the list
4 Review the service request details and Click Approve from the Control Bar
Control_Bar_Transaction_Options.png
RESULT: The request will be in an Awaiting Fulfilment status and is submitted for processing

Reject Service Request

STEP ACTION
1 Click Service Requests menu, and then click your preferred sub-menu option to view the 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 are displayed.
3 Click on the service request in the list
4 Click Reject
Control_Bar_Transaction_Options.png
5 Enter reason for rejecting the service request and then click Reject.
Reject.png
RESULT: A confirmation message is displayed advising that the service request has been rejected and the service request status changes to Approver Rejected