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.

To review the site contacts:

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

   

   
   

   Note:

   If you need to edit any of the information in the Site Contacts 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 Existing Site Contacts section. For example:
   
   

   

   
   
3. Compare the information in the Site Contacts section at the top of the page with the information in the Potential Matches with Existing Site Contacts section. Possible contact matches appear in the Potential Matches with Existing Site Contacts section.

   Note:

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

   

   
   
5. In the required Contact Verified field, select one of the following options:
   • Primary Contact is NOT Correct
   • Primary Contact is Correct
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 Contact match record found, Reviewed against Contacts).
7. 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.

   The wizard automatically advances to the next step.

   Note:

   To continue in the wizard, see Step 4: Review Receiving Hours. To leave the wizard select Exit.