Review a Company

Review a Company

Once a Company document is submitted, if workflow is applicable the Company document triggers the Review Process. An activity request will be available in the Reviewers My Activities module.

If a Company Review request is displayed in your My Activities - Requests - Awaiting Approval, follow the steps outlined below.

Prerequisites:

Once a Company document is submitted, if workflow is applicable the Company document triggers the Review Process. An activity request will be available in the Reviewers My Activities module.

If a Company Review request is displayed in your My Activities - Requests - Awaiting Approval, follow the steps outlined below.

Prerequisites:

 

Review a Company

  1. Access My Activities module

2. Navigate to the Requests section on the left side activities filter toolbar.
3. Click on the Assigned to me tab.
4. Select Awaiting Approval.
5. Click on the selected company to open the New Company Request for review.

6. Review the New Company Request Information.
7. Enter any comments pertaining to this request.
8. Click Approve or Reject option.

A pop-up will appear confirming that the company has been successfully approved.

 



 

 

Related content