Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • User Guides
  • Approvals & Disclosures
  • Approvals & Disclosures FAQ

Updating Recipient(s) Post Submission - Approved Request

Written by Michelle Henley

Updated at July 19th, 2023

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Home
  • User Guides
    Approvals & Disclosures Third-Party Management Compliance Monitoring
  • Integrity Gateway Configuration Guide
    Approvals & Disclosures Request Types Configurable Components FAQ
  • Service Desk FAQ
  • Release Notes
    Release Notes - Approvals & Disclosures/ Third Party Management Release Notes - Compliance Monitoring
  • Roadmap
+ More
  • User Guides

    • Integrity Gateway Configuration Guide

      • Service Desk FAQ

        • Release Notes

          • Roadmap

            Once a recipient(s) is approved, the following actions are possible:

            Update an Approved Recipient(s)

            Recipient(s) can be updated by either method outlined below: 

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

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

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

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

            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 the recipient status 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. 
             
             

            Cancel an Approved Recipient(s)

            Recipient(s) can be canceled by either method outlined below: 

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

            A Cancel Recipient pop-up window will come up. The submitter will be required to enter comments and click Confirm.

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

            • Change the recipient(s) status from Approved to Approved, but Canceled.
             
             

            Once you have canceled the recipient(s), you can readd the same recipient(s) or a different recipient(s).

            Add Recipient(s)

            To add a new recipient, click Add Recipient.

            After adding the recipient details and support categories as you normally would, you will need to submit the new recipient for approval. 

            New recipient(s) can be submitted 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 will be required to enter comments and click Confirm.

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

            • Change the recipient status to Awaiting Approval. 
            • Send an email to the current approver notifying them that a recipient has been added to the request and is ready for their approval. 
             
             
            approved request update recipients

            Was this article helpful?

            Yes
            No
            Give feedback about this article
            Print to PDF

            Related Articles

            • How can I identify the Third-Party an external user is associated with?
            • Updating Support Categories Post Submission - Approved Request
            • Canceling the Request Activity Post Submission - Approved Request
            • Why is the recipient on my request blocked?

            Knowledge Base Software powered by Helpjuice

            Expand