Requesting to Resubmit a Customer Registration for Approval

Procedure

To initiate a resubmission request for a customer registration:

  1. Do either of the following:
    If you want to...Then...

    Request the submitter to resubmit a customer registration through the Customer Registration screen

    1. Search for the customer registration in the Customer Registration screen.

    2. In the Search Results section, click the link in the Customer Registration ID column corresponding to the customer registration which you want to review.

    Request the submitter to resubmit a customer registration from the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do Type for User Search window appears.

    3. Enter C1-CustomerRegistration in the To Do Type field.

    4. Click the Search button corresponding to the To Do Type field.

      The To Do List screen appears.

    5. Select the Open option from the Filter by list to view all unassigned To Dos.

    6. Click the link in the Message column corresponding to the To Do of the customer registration that you want to review.
    The Customer Registration screen appears.
  2. Review the details in the Customer Registration screen.
  3. If the information in the customer registration is incomplete and you want the submitter to make the required changes and resubmit the customer registration for approval, then click the Re Submit button in the Customer Registration zone.

    The Resubmit Customer Registration window appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Comments Used to specify the changes which the submitter should make in the customer registration before resubmitting it for approval. Yes
    Note: The Re Submit button appears when:

    • The customer registration is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the customer registration.

  4. Enter the comments in the respective field and then click Save.
    A To Do is created using the submitter To Do type and assigned to all users with a submitter To Do role specified in the customer registration type. In addition, the status of the customer registration is changed to Draft.

Related Topics

For more information on... See...
How to search for a customer registration Searching for a Customer Registration
Customer Registration screen Customer Registration (Used for Viewing)
Customer Registration zone Customer Registration