59.3.1 Approve or Reject Service Requests (created using Service Request Form Builder)

The Bank Administrator can take action on service requests initiated by business users by either approving or rejecting requests. The Administrator can select multiple service requests to approve or reject from the Service Request Summary page and can also approve or reject a service request individually after having viewed the details of the request from the Service Request Details page.

To approve / reject a service request:

1. Navigate to one of the above paths.
   The Request Processing screen appears.
2. Select the service request on which you wish to take action from the Service Request Summary page.
3. Click Approve or Reject button.
   The pop up on which to specify remarks for Approval/Rejection is displayed.

   Figure 59-7 Service Request Approval

   
   

   
   Description of "Figure 59-7 Service Request Approval"

   
   
4. Enter Remarks and click Approve/Reject.
   The success message along with the reference number, service request number and status appears.
5. Click Ok to complete the transaction and navigate the dashboard.
6. Navigate to the Request Processing transaction and search the service request that you have approved.
   The Request Processing details screen appears.

   Figure 59-8 Request Processing - Details

   
   

   
   Description of "Figure 59-8 Request Processing - Details"

   
   
7. Click Change Status to change the status of the service request.
   A pop up to specify remarks appears.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

   Figure 59-9 Request Processing - Change Status

   
   

   
   Description of "Figure 59-9 Request Processing - Change Status"

   
   

   Table 59-4 Field Description

   Field Name	Description
   Change Status
   Status	The status of the service request.
   Remarks	Remarks for changing the status of the service request.

8. From the Status list, select the status of the service request.
9. In the Remarks field, enter the remarks if any.
10. Click Submit.
    The success message along with the reference number, service request number and status appears.