How to Approve an Enquiry

    Users within specific roles have the ability to approve enquiries on the system.

    If you have been selected as the Approval by User for an Enquiry, you will receive an email and a reminder via the database.

    Approve an Enquiry

    1. A reminder will pop up on your system to advise that an enquiry requires approval by you (the assigned Approval by User):

    Enquiry Reminder

    1. Open the enquiry via this window by double clicking on the grey area to the left of the Created By column: -

    Created By Column

    Enquiry

    1. If you snooze the reminder to action at a later time, the enquiry approval request will show on your Dashboard Open Reminders tab:

    Open Reminders

    1. To approve the enquiry, select Functions>Approve Enquiry from the toolbar.

    Select OK.

    A reminder will be sent to the Responsible Owner User to advise that their enquiry has been approved.

    The enquiry fields will now show in pink which indicates that the fields are now locked and can only be amended if the Revise Enquiry function is run.