Approve, change, or registration request from Business Portal

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Users with the snc_external role can view and approve requests and change requests from the business portal.

    Vorbereitungen

    Role required: snc_external

    Warum und wann dieser Vorgang ausgeführt wird

    A request or change request may require approval from another employee within the same organization.

    Prozedur

    1. Navigate to the business portal header,
    2. Select Notification > View all notifications.
    3. Select a record in the Approvals section of the Notifications page.
      The system displays a read-only view of the record approval form. For requests that include one or more items, these items appear in a collapsible list at the bottom of the Request form.
    4. Wahlweise: Click a requested item at the bottom of the Request form to view the details in a pop-up window.
    5. Select Approve.
      The system makes the following updates:
      • The record status is set to Approved.
      • The record status is displayed after the record number in the Related Records widget on the Case form.
      • The record status is added to the Case form.
        • If the record is approved by the customer administrator or if the customer self-approves the request, the change in status is added to the Additional comments field.
        • For other approvers, the change in status is added to the Work notes field.
      • The approval record is updated in the Approval table.