Certify Customer Certificate

The Customer Certificate Card Approval Workflow workflow controls the approval requests for certifying a Customer Certificate. No other status changes are managed with this workflow so no conditions are set in the workflow.

Customer Certificate Status Change Approval

The general process for approving a customer certificate status change with an approval workflow is:

  1. Create the Customer Certificate Card Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open a customer certificate.
  6. Change the Status field to Certified. A message opens stating that the request was sent for approval. If notifications are set up, the approval user(s) receives notification of the approval request as well. Choose the OK button to close the message.
  7. The Status changes to Pending Approval.
  8. The approval user opens the Customer Certificate Card page or the Requests to Approve page (using Tell Me) and approves the request, with or without password depending on authentication requirements.
  9. The Status of the customer certificate is changed to Certified.

Cancel approval requests

A user can cancel an approval request by choosing the Cancel Approval Request action on the Request Approval menu.

Manage approval requests

A designated user can approve, reject, or delegate an approval request by choosing the action from the Approve menu. They can also add any necessary comments for the response to the request.

Designated users can also choose the Lightbulb that opens the Tell Me feature icon, enter Requests to Approve, and then choose the related link. In the Requests to Approve page, they will see their pending approval requests and can manage each request individually. They can choose Home > Open Record to view the customer certificate requesting the change and could then complete the approval directly in the Customer Certificate Card page.

View approval entries

The Approval Entries FactBox shows the status of an approval request as well as the number of unfinished approvals, the date and time the approval request was sent, and the details of the approval request.

To see complete information about the approvals, choose the Approval Entries action on the Request Approval menu.


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