Approve a change request, or registration request

Users with the snc_external role can view and approve registration requests and change requests from the Customer Service Portal.

Vorbereitungen

Role required: snc_external

Warum und wann dieser Vorgang ausgeführt wird

A registration request or a change request may require approval from another employee within the same organization. For details on registration request, see Customer contact self-registration.

Prozedur

1. In the Customer Service Portal header, click Notification > View all notifications.
2. Click a record in the Approvals section of the Notifications page.
   The system displays a read-only view of the record approval form. For requests that include one or more items, these items appear in a collapsible list at the bottom of the Request form.
3. Wahlweise: Click a requested item at the bottom of the Request form to view the details in a pop-up window.
4. Click Approve.
   The system makes the following updates:

   • The record status is set to Approved.
   • The record status is displayed after the record number in the Related Records widget on the Case form.
   • The record status is added to the Case form.
     • If the record is approved by the customer administrator or if the customer self-approves the request, the change in status is added to the Additional comments field.
     • For other approvers, the change in status is added to the Work notes field.
   • The approval record is updated in the Approval table.