Pre-approving a request

You account may required that requests for certain markets (e.g. Stores) be pre-approved by specific users.

In our case, the "Calgary" store requires that the request be pre-approved by the store manager prior to be submitted to the marketing required.

 

Here are the steps for the store manager to pre-approve a new request:

 

Step 1: Open the pre-approve request email

 

Step 2: Click on the link.

This will bring you to the request status page with a dialog prompting you to approve or reject the request.

 

Step 3: Review and validate the request information

 

Step 4: Click the "Approve" or "Reject" button with an optional additional notes.

When approved:

1. It updates the pre-approval audit:

2. and sends an email to the requester with the new status (#1) and the additional notes (#2).

 

When rejected:

1. It updates the pre-approval audit:

 

2. and sends an email to the requester with the new status (#1) and the additional notes (#2).

 

 

 

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