Review and approve a request with the wizard

Self-Service Approval Portal provides a wizard that guides you through the request approval process. The wizard is only available for approval users. Use the wizard to review and approve a request as quickly as possible.

Alternatively, you can perform all the reviews and actions required to approve a request manually, as described in Perform the actions required for approval and Perform the reviews required for approval.

To review and approve a request with the wizard:

1. Open the Navigation pane, and select Requests.
2. In the Requests page, find the request you want to approve, and select View in the Actions column.
3. In the Review Self-Service Site - [Site Name] page, open the wizard. See Open the wizard.
4. In the wizard, perform the following steps:
   1. Assign the request to a partner so that reviewers associated with that site can review the request details. See Step 1: Assign Partner.
   2. Review site addresses against the site information in the request. You should not find a match with the site addresses. See Step 2: Review Site Matches.
   3. Review site contacts against the site information in the request. You should not find a match with the Site Contacts. See Step 3: Review Contact Matches.
   4. Review and confirm the days and business hours when deliveries will be accepted. See Step 4: Review Receiving Hours.
   5. Review the documents that were uploaded by an administrator or partner. See Step 5: Review Documentation.
   6. Complete the request approval processing by placing the request on hold, assigning the request to a partner for further review, rejecting, approving, or activating the request. See Step 6: Complete Processing.info

   You can also exit the wizard without completing the approval process. You can complete the request approval and review steps by re-entering the wizard at a later time, or manually as described in Perform the actions required for approval and Perform the reviews required for approval.

• Open the wizard
  You can use the wizard to review and approve a request as quickly as possible. The wizard is only available for approval users.
• Step 1: Assign Partner
  As an approval user, you can use the wizard to assign a self-service site to a partner so that reviewers associated with that site can review the associated request details.
• Step 2: Review Site Matches
  As an approval user, you can use the wizard to check for a match between the site addresses uploaded by an administrator against the site information in the request. You should not find a match with the site addresses.
• Step 3: Review Contact Matches
  As an approval user, you can use the wizard to check for a match between the site contacts uploaded by an administrator and the site information in the request. You should not find a match with the site contacts.
• Step 4: Review Receiving Hours
  As an approval user, you can use the wizard to review and confirm the days and business hours when deliveries will be accepted.
• Step 5: Review Documentation
  As an approval user, you can use the wizard to review the documents that were uploaded by an administrator or partner.
• Step 6: Complete Processing
  As an approval user, you can use the wizard to complete the request approval process by choosing to assign the request to a partner for further review, approving, activating, or rejecting the request. You can also exit the wizard without completing the approval process.