If... |
Do this... |
You approve the referral |
- From the Approval Status drop-down menu, choose Approved.
- In the Additional Information field, type additional information, if appropriate.
- Click the Save, Done Editing button.
- From the Actions bar, click More Actions.
- From the pop-up menu, choose Change Status of This Document.
- From the Change Status from Draft to drop-down menu, choose Final.
- Complete the additional fields, if appropriate.
- Click the Accept button.
The Status of Travel Training Referrals report is updated.
|
You disapprove the referral |
- From the Approval Status drop-down menu, choose Disapproved.
- In the Additional Information field, type the reason for disapproval.
Note: This field is required if the referral is disapproved.
- Click the Save, Done Editing button.
- From the Actions bar, click More Actions.
- From the pop-up menu, choose Change Status of This Document.
- From the Change Status from Draft to drop-down menu, choose Final.
- Complete the additional fields, if appropriate.
- Click the Accept button.
The Status of Travel Training Referrals report is updated.
|
You need more information before making a decision |
- From the Approval Status drop-down menu, choose More Information Needed.
- In the Additional Information field, type a description of the information needed.
Note: This field is required if requesting additional information.
- Click the Save, Done Editing button.
- From the Actions bar, click More Actions.
- From the pop-up menu, choose Change Status of This Document.
- From the Change Status from Draft to drop-down menu, choose Draft.
- Complete the additional fields, if appropriate.
- Click the Accept button.
The Status of Travel Training Referrals report is updated.
|