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Updating Support Categories Post Submission - Approved Request

Written by Michelle Henley

Updated at July 19th, 2023

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            Support Categories can be updated by clicking the Gray Icon containing three dots to the right side of the support category you want to update and click Update. 

            An Update Category pop-up window will come up. The submitter will be required to enter comments and click Confirm.

            By clicking Confirm in the Update Category pop-up window, the system will:

            • Change the request status from Approved to In Progress.
            • Change any approved recipient who is assigned the updated support category from Approved to Update Pending. 
            • Send an email to the current approver(s) notifying them that the support category is being updated by the submitter.

            Note: When updating the category, a submitter will not be able to edit the Default Amount field.

            Once all updates are complete, you will need to resubmit any recipient(s) that are in Update Pending status that you wish to have approved. 

            Recipient(s) can be resubmitted for approval by either method outlined below: 

            1. Click the Gray Icon containing three dots next to the recipient you want to submit and click Submit. 
            2. Select the Checkbox next to the recipient name and click Submit from the action bar that will appear above the recipient table. 

            A Submit Recipient pop-up window will come up. The submitter can enter optional comments and click Confirm.

            By clicking Confirm in the Submit Recipient pop-up window, the system will:

            • Change any approved recipient who is assigned the updated support category from Update Pending to Awaiting Approval. 
            • Send an email to the current Approver notifying them that a recipient has been updated and is ready for their approval. 
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