Review the completed documentation

Approval users can review the common and partner documents that were uploaded by an administrator or partner.

However:

• Only approval self-service administrators can modify common documents.
• Only approval self-service administrators and partner self-service administrators can modify partner documents.
• Partner users can view the partner documents that were uploaded by an administrator or by a partner for their partner.

To review the documentation:

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 review completed documentation 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 Documentation from the Reviews drop-down menu. For example:
   
   

   

   
   

   The Review Documentation panel opens. For example:

   
   

   

   
   
4. Review the information in the Site Details section. This information was entered by the requestor.
5. Scroll to the Documents section. For example:
6. To review the details for a document, find it in the list in the Documents section, and select Review in the Actions column. The Maintain Documents panel opens. For example:

   Note:

   The Review button only appears for documents that are not reviewed.
   
   

   

   
   
7. In the Maintain Documents panel, review the information in the Status, Name, Mandatory, Auto Add, Filename, and Document fields, and then do the following:
   • Select Download to download and view the document, if needed. The download option appears above the document image for uploaded documents only.
   • In the required Justification field, enter a description of your review of the entries on this page. You can enter text, or select a quick pick link (for example, Not all documents approved, All documents uploaded and approved, Documents already provided). If you approved a previous request and already provided the documents by working directly with an approved partner, you do not need to provide the requested documents a second time. The Maintain Documents panel closes.
   • Select Reject if you do not approve the document. The Maintain Documents panel closes.
   • Select Approve if you approve the document. The Maintain Documents panel closes.
8. Repeat steps 6 to 7 for each document, as needed.
9. In the Review Documentation panel, scroll to the Documentation Reviews section to view details for completed reviews. For example:
   
   

   

   
   
10. In the Review Documentation panel, scroll to the Actions section. For example:
    
    

    

    
    
11. In the required Justification field, enter a description that describes your review of the entries on this page. You can enter text, or select the quick pick link (for example, Not all documents reviewed, All documents uploaded and approved, Documents already provided).
    If you approved a previous request and already provided the documents by working directly with an approved partner, you do not need to provide the requested documents a second time.
12. Do one of the following:
    • Select Documentation Incomplete if there are missing documents, there are documents that are not approved, or documentation is required but no records appear in the page.
    • Select Reviewed if all of the documents are reviewed, or if documentation is not required.