Review the site contacts

You can review the site contacts 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.

To review the site contacts:
  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 site contacts 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 Contact from the Reviews drop-down menu. For example:

    Reviews menu - Contact option selected

    The Review Contact panel opens. For example:


    Review Contact panel - Site Contacts section

  4. Review the information in the Site Contacts section. This information was entered by the requestor.
  5. Scroll to the Potential Matches with Site Contacts and Contact Reviews sections. For example:

    Review Contact panel - Potential Matches with Site Contacts and Contact Reviews sections

  6. Compare the information in the Site Contacts section at the top of the panel with the information in the Potential Matches with Site Contacts section.
    • Possible contact matches appear in the Potential Matches with Site Contacts section.
    • Results from previous reviews appear in the Contact Reviews section.

    Note:

    You should not find a match with the site contacts.
  7. Scroll to the Actions section. For example:

    Review Contact panel - Actions section

  8. In the required Contact Verified field, select one of the following options:
    • Primary Contact is NOT Correct
    • Primary Contact is Correct
  9. 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, Possible Contact match record found, Reviewed against Contacts).
  10. Do one of the following:
    • Select Possible Match if one of the site contacts may be a match.
    • Select Reviewed if none of the site contacts are a match or a likely match, or if there are no records.