STEP 1 :
Only designated Approval persons can approve new entries or amendments.
Approval persons can view any entries pending for their business sectors via the
Approval Person > Amendments menu option as shown below:
- Please carefully review each request checking for obvious mistakes or duplications.
- Please also request evidence for the change from the person who made the entry. This might be an email exchange or documentation (such as an invoice).
STEP 2 :
- To approve an entry click on the Green button. The entry will be removed from the list and the changes will be shown in the respective person / company entry in the Connected Parties.
- To reject an entry please click on the Red button. You are then prompted to enter a reason.
Enter your comments are appropriate and press OK.
- An email is then sent to the person who requested the change for their information.
- The entry is then removed from the list and the changes are NOT implemented in the Connected Parties.
- A history of all approved or rejected amendments can be seen in the applicable Person / Company entry by going to the Amendments tab and then selecting ‘completed’ radio button as shown below. Entries that were rejected are marked in grey.
