Perform the actions required for approval

The approval process requires that you perform a series of actions on the information submitted by Self-Service Request Portal. The actions are dependent on whether you are an administration reviewer or partner reviewer.

The actions available to you depend on your role.

• If you are an administration reviewer, you can use the wizard to help guide you through the actions and reviews required to approve a request as quickly as possible. See Review and approve a request with the wizard.
• If you are an administration reviewer, the following actions are available for all requests:
  • Process
  • Assign
  • Partner Review
  • On Hold
  • Approve
  • Activate
  • Reject
• If you are a partner reviewer, the following actions are available for the requests associated with your site:
  • On Hold
  • Approve
  • Reject

• 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.
• Put a request on hold
  Reviewers can put requests on hold if, for example, there will be a delay in processing by the site.
• Send a request for partner review
  As an approval user, you can choose to have a partner review the request before it is approved and activated.
• Approve a request
  As an approval user, you can approve any request after all the information in the request is successfully reviewed and verified. An approved request can be activated by an approval administrator.
• Activate a request
  As an approval self-service administrator, you can activate any request. After a request is activated, approval or partner users can no longer change it. They can, however, continue to view the request details, as needed.
• Reject a request
  Reviewers can reject a request, if it is, for example, invalid for any reason, the requestor is not responding, the request is a duplicate of an existing site, or there is incomplete documentation.
• Approve or reject site documents
  For each request submitted for approval, you can view the site details, primary contact information, and receiving hours provided in Self-Service Request Portal, and the documents (if any) uploaded by an administrator or partner provides many details about the request and its status.