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How To Approve or Reject a Submission
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In our scenario ACME has submitted a proposed new standard.
As a District Manager, your role is to review the Standards
that are proposed and decide whether to approve or reject
them. (See the ACME case study
for the scenario.) One of the objectives of this Tutorial
is to give you time saving techniques. Depending on your situation,
the checklist of steps on approving or rejecting a new standard
is likely the fastest way for you to complete this task.
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Approving or Rejecting a New Standard
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You can work through
all that have been submitted. Or you can search for
one particular item, like ACME's, if you've learned
it is urgent. If you wish to go directly to one item
specifically, but are not sure of the correct information,
use the Client No. to
search for a list of acronyms where you can find the
name of the submitter.
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Step #1
Find It
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1. Click on the Inbox tab. In the dropdown list click
on Inbox Search. This takes
you to the Inbox Search (RESULTS201) screen where you have a choice about where you want to begin your review process.
2. Click on the dropdown menu for Status. Select Submitted.
3. In the field Sort By, leave it defaulted as Type.
4. Results from a search appear in the bottom half of the
page. Once you have located the proposed standard click on
Details. The fields will be populated
with the information from the original standard you selected.
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Step #2
Approve or Reject
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1. Review the proposed Standard. Make sure to click
on each of the Layer tabs to
view information for each of the layers. Also check the expiry
date.
2. Approving: If you are approving the new standard you need to fill in the Effective Date. Then click on Approve.
3. Rejecting: If you decide to reject a submission, you need to give your reasons to the submitter in the panel Reject Note.
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Top of page
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Step #3
Check on Status
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1. An Event Tracking record is created when a Standard is
approved or rejected. If approved, the status of the Standard
changes from "SUB" (submitted)
to "APP" (approved). It will
also disappear from the Inbox
as the Inbox displays "in-progress" items only. If rejected, the Status changes from "SUB"
to "DFT" (draft). Email notification
is sent to the submitter.
2. You can check back for your changes by looking at the
Events Tracking log.
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If you need time
to check an item or consider something, click Save.
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See a demo of what steps
you'll take! Click on the Show Me graphic to watch the steps
you just read through. If you have trouble seeing it check
for help in the Course Orientation.
Remember to click the pause button, in the demo navigation,
if you want to read something carefully.
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You have the basics on how to approve or reject a new Standard. Continue on for a few additional tips.
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