Self-Service Approval Portal workflow

Use the workflow steps to guide you through working in Self-Service Approval Portal.

To work in Self-Service Approval Portal:

1. Activate your account using multi-factor authentication as described in Activate your account. You only have to activate your account one time.
2. Sign in to Oracle Health Response Readiness and open Self-Service Approval Portal as described in Sign in to Oracle Health Response Readiness.
   The Dashboad page opens by default. To open the navigation pane, which provides a text list of the menus you use to perform the tasks available in the portal, select the Navigation icon on the left side of the banner.

   Note:

   Select the Navigation icon again to close the navigation pane.
3. Review the information submitted by the site as described in Prepare for approval.
   • If you are an administration user, you can, depending on your role as self-service administrator or self-service reviewer, manage the administration and partner reviewers, registrants, and documentation uploaded for inclusion with each request.
   • If you are a partner reviewer, you can, depending on your role as self-service administrator or self-service reviewer, manage the reviewers for the sites you are associated with, and manage the documentation uploaded for inclusion with each partner request.
4. Approve the requests by performing a series of actions and reviews on the information in the request. The available actions depend on your role. The reviews are the same regardless of your role as an administration user (self-service administrator or self-service reviewer) or partner user (self-service administrator or self-service reviewer). You can:
   • Approve requests with a wizard as described in Review and approve a request with the wizard.

     The wizard, which is only available to administration users, guides you through the actions and reviews required to help you approve a request as quickly as possible.

   • Perform the actions required for approval manually as described in Perform the actions required for approval.

     The actions available to perform on a request depend on your role and the status of the request. You can perform the actions in any order and at any time.

   • Perform the reviews required for approval manually as described in Perform the reviews required for approval.

     The reviews available to perform on a request are the same regardless of your role. They are, however, dependent on the status of the request. You can perform the reviews in any order and at any time.

     Note:

     After a request is approved and activated, you can no longer change any of its details. You can, however, continue to view the request details, as needed. See View the details for a request.
5. At any time after you sign in, you can:
   • Review and update the date, time, and language details that appear in the portal, as described in Manage your profile.
   • Reset your password, as described in Reset your password.
   • Re-open the Launchpad to switch to a different Oracle Health Response Readiness portal, as described in Launchpad.