To approve a service request that is in a Pending Approval or Pending Second Approval status, follow the steps below. It is recommended that you view service request details prior to approving.
Use Method 1 or 2 to approve several service requests at the same time.
Go to the Commercial Cards > Service Requests screen
Select View > Pending Approval on the Control Bar
Use one of the following methods to approve the service request:
Method 1: Right-click on the service request(s) and click Approve on the Context Menu
Method 2: Select the service request(s) and click Actions > Approve on the Control Bar
Method 3: Click on the service request in the list to display the Service Request Details screen and then click Approve on the Control Bar
RESULT: The Approve Service Request(s) pop-up window is displayed:
Complete the Declaration and add a note into the Comments box if required
RESULT: A confirmation pop-up window is displayed with the Request ID.
For new cardholder requests: The request needs to be verified by an Identification Officer or an Identification Officer + Authorised Signatory. The service request will be in a Pending Verification status.
For non-new cardholder requests:
If the request does not require additional approvals it will be submitted for processing
If the request requires additional approvals, it will be in a Pending Second Approval status