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.

To review the site addresses:

1. In the Review Site Matches page, in the Site Details section, review the details entered by the requestor. For example:
   
   

   

   
   

   Note:

   If you need to edit any of the information in the Site Details section, select Exit to leave the wizard and follow the instructions in View and modify the site details for a request.
2. Scroll to the Potential Matches with Site Addresses section. For example:
   
   

   

   
   
3. Compare the information in the Site Details section at the top of the page with the information in the Potential Matches with Site Address section. Possible address matches appear in the Potential Matches with Site Addresses section.

   Note:

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

   

   
   
5. In the required Verified Address field, select one of the following options:
   • Address is NOT verified
   • Address is verified
6. In the required Justification field, enter a description that describes your review of the entries on this page. You can enter text, or select a quick pick link (for example, Possible Site Address match record found, Reviewed against Site Addresses).
7. Do one of the following:
   • Select Possible Match if one of the site addresses may be a match.
   • Select Reviewed if none of the site addresses are a match or a likely match, or if there are no records.

   The wizard automatically advances to the next step.

   Note:

   To continue in the wizard, see Step 3: Review Contact Matches. To leave the wizard select Exit.