About Working with Approvals
The Customer Portal enables you to action and monitor approval tasks. The search facility enables you to review past and current Approvals. You are able to monitor the progress of approval tasks that have been assigned to you, all approval tasks that have been assigned to your organization and all approval tasks that belong to other organizations that you have permission to view.
Additional information such as a note or an object (also known as a file) can also be added to approval tasks.
Within the Review & Action Approvals section, there are menu options that enable you to:
· Action Outstanding Approvals
· Review Past/ Current Approvals
· Attach Object to Your Approval
Your user role will determine your permissions and access to the above functions.
Customers
and officers linked to customers can view, search for, or action
approvals via the Portal.
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