Assign a partner to a site

As an approval user, you can assign or modify the assignment of a partner to a site so that reviewers associated with that site can review the associated request details. You can only choose a Self-Service Partner.

To assign or modify the assignment of a partner to a site:

Note:

You can perform this action if you are an approval administrator or an approval reviewer.

1. Open the Navigation pane, and select Requests. The All Requests page opens.
2. In the All Requests page, find the request you want to assign a partner to the site for, and select View in the Actions column. The Review Self-Service Site - [Site Name] page opens.
3. In the Review Self-Service Site - [Site Name] page, at the top right select Assign Partner from the Actions drop-down menu. The Assign Partner panel opens. For example:
   
   

   

   
   
4. Review the information in the Site Details section.
5. Scroll to and review the information in the Status Updates section. For example:

   Note:

   For descriptions of the statuses that appear in the panel, see View the self-service statuses.
   
   

   

   
   
6. Scroll to the Actions section. For example:
   
   

   

   
   
7. In the Actions section, provide the following information:
   • Assigned Partner—Required. Select or change the partner to assign to this self-service site. There is typically one partner per state. If you change the partner, the reviewers assigned to the existing partner will no longer see this site request. Also, the documents associated with the site may be changed. The request is added for the newly selected partner.
   • Assigned Partner Group—Select or change a partner group, if available. There may be groups within a partner.
   • Assigned Partner Organization—Select or change a partner organization, if available.
8. Scroll to the Site Response Product Types and Programs section. For example:
   
   

   

   
   
9. In the Site Response Product Types and Programs section, select Add Response Product Type to add a response product type for the site. The Add Response Product Type panel opens. For example:
   
   

   

   
   
10. In the Add Response Product Type panel, provide the following information:
    • Partner—Read-only.
    • Site—Read-only.
    • Response Product Type—Required.
    • Site Programs—Select one or more programs. The options appear after you select a response product type.
11. Select Add. In the Assign Partner panel, the response product type you added appears in the Site Response Product Types and Programs section.
    • To add another response product type for the site, select Add Response Product Type.
      • Repeat steps 9 to 10.
      • Proceed to step 12.
    • To modify the details for a response product type, find it in the list and on the right select the Ellipses and then Edit.
      • In the Add Response Product Type panel, update the information as described in step 10.
      • Select Save and proceed to step 12.
    • To delete a response product type, find it in the list and on the right select the Ellipses and then Delete.
      • In the Maintain Response Product Type panel, select Delete.
      • Proceed to step 12.
12. In the Assign Partner panel, in the required Justification field, enter a description that describes your review of the entries in the panel. You can enter text, or select a quick pick link (for example, Assigned Partner verified, Assigned NEW Partner, Assigned Group).
13. Select Assign.