Administration Page
The Administration page houses all submitted requests for certificates of insurance. It is accessible through a button marked ‘Administration’, which is located in the upper right corner of the site's landing page. Within the Administration page the user will be able to view submitted requests, and execute review, approval, or rejection based on their role. The following users have access to this page: • Reviewer Level 1 • Reviewer Level 2 • Approver • Approver/Reviewer • Administrator
Once the Administration page is accessed, the user will automatically see a listingof all locations to which theyare associated with.
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Thu, 13 Aug, 2015 at 3:24 PM
By clicking theplussign totheleftof a location,the user can expand the location to view the Department List for which they are associated with.If the user...
Thu, 13 Aug, 2015 at 3:34 PM
Expanding the department will display all
submitted certificate requests, for that department. The
displayed information for the certificates will include...
Tue, 18 Aug, 2015 at 1:19 PM
The status column to the
left of each certificate request lets the user know which stage of the process the request is in. The stage will indicate to the
...
Sun, 6 Mar, 2016 at 12:07 PM
Clicking anywhere in the row of a
single Not Already Approved or Rejected certificate request will activate the form window. Once activated,
the Reviewer ...
Tue, 18 Aug, 2015 at 1:23 PM
Clicking anywhere in the row of a Reviewed status certificate request will activate the form window. Once activated,the Approver may view or edit all sub...
Tue, 18 Aug, 2015 at 1:27 PM
Clicking anywhere in the row of a single Not Already Approved or Rejected certificate request will activate the form window. Once activated, the user may...
Tue, 18 Aug, 2015 at 1:30 PM
The edit
process is an interim step in the certificate request process which occurs prior to
taking an action such as review, approval, or rejection.
...
Tue, 18 Aug, 2015 at 1:32 PM