3.11 Authorize the Records

This topic provides the systematic instructions to authorize the record.

1. Navigate to Summary screen.
2. Click icon on the unauthorized record which needs to be actioned.
3. Click Authorize.
   The authorized records associated with the screen displays.

   Figure 3-6 Authorize

   
   

   
   Description of "Figure 3-6 Authorize"

   
   
4. Click View to view the record.

   Note:

   If the Enforce View before Authorize toggle is enabled in View Account Parameters screen, the user must view the record before authorizing the record.
5. Click Cancel to cancel the authorization of the record.
6. Select the required modification number that must be approved/rejected.

   Note:

   • If the lower modification has to be rejected, all the higher modifications (if any) must also be rejected.
   • If the higher modification has to be approved, all the lower modifications (if any) must also be approved.

To authorize the record:

7. Select the required record that must be authorized.
8. Click Approve to authorize the record.
   The Authorize - Confirmation Message popup screen displays.

   Figure 3-7 Authorize - Confirmation Message

   
   

   
   Description of "Figure 3-7 Authorize - Confirmation Message"

   
   
9. Specify the authorization remarks in the Remarks field.
10. Click Confirm to confirm the authorization of the record.
11. Click Cancel to discard the authorization of the record.

To reject the record:

12. Select the required record that must be rejected.
13. Click Reject to reject the record.
    The Reject - Confirmation Message popup screen displays.

    Figure 3-8 Reject - Confirmation Message

    
    

    
    Description of "Figure 3-8 Reject - Confirmation Message"

    
    
14. Specify the rejection remarks in the Remarks field.

    Note:

    The Remarks is mandatory while rejecting the record.
15. Click Confirm to reject the record.
    The selected record is rejected and the rejection remarks can be viewed in Audit screen. Refer Audit the Records topic for the detailed explanation.
16. Click Cancel to discard the rejection of the record.