Requesting to Resubmit a Hold Activation Request for Approval

While reviewing a hold activation request, the approver can also request the submitter to resubmit the hold activation request for approval after making the necessary changes to it.

Prerequisites

To request to resubmit a hold activation request for approval, you should have:

  • Activation approval To Do role assigned in the system

  • Submitter To Do type and submitter To Do role defined in the respective hold request type

Procedure

To request to resubmit a hold activation request for approval:

  1. Do either of the following:
    If you want to...Then...
    Review a hold activation request through the Hold Request screen

    1. Search for the hold request with the Activation Approval In Progress status in the Hold Request screen.

      A list of hold requests with the respective status appears in the search results.

    2. In the Search Results section, click the link in the Hold Request Information column corresponding to the hold request which you want to review.
    Review a hold activation request through 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 List screen appears.

    3. Click the Search (The Search Icon) icon corresponding to the To Do Type field.

      The To Do Type for User Search window appears.

    4. Enter C1-HLDAP in the To Do Type field.

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

      The To Do List screen appears.

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

    7. Click the link in the Message column corresponding to the To Do of the hold request that you want to review.
    The Hold Request screen appears.
  2. Review the details in the Hold Request screen.
  3. If the information in the hold request is incomplete and you want the submitter to make the required changes and resubmit the hold activation request for approval, click the Re Submit button in the Hold Request zone.

    The Resubmit Hold Request window appears. It contains following field:

    Field Name Field Description Mandatory (Yes or No)
    Comments Used to specify the changes that the submitter should make in the hold request before resubmitting the activation request for approval.
    Note: You can resize the text box depending on your requirement by clicking the Resize Handle () icon at the bottom right corner of the text box.
    		 Yes
    Note: The Re Submit button appears when the following conditions are met:

    • The hold request is in the Activation Approval In Progress status.

    • A user with the activation approval To Do role is reviewing the hold request.

  4. Enter the comments in the respective field.
  5. Click Save.
    The status of the hold request is changed to Draft. A To Do is created using the To Do type (i.e., C1-HOLSB) specified in the Submitter To Do Type field of the respective hold request type and then assigned to the users with the role specified in the Submitter To Do Role field of the respective hold request type. In addition, a log entry is created for the hold request when the To Do is created for the submitter.
    Note:

    The To Do is created for the submitter only when the submitter To Do type and submitter To Do role are specified in the respective hold request type.

    The Re Submit button is not available to the approver when the hold request is created through the Upload Request feature or through an inbound web service.

Related Topics

For more information on... See...
How to search for a hold request Searching for a Hold Request
Hold Request screen Hold Request (Used for Viewing)
Hold Request zone Hold Request