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In the Approval Queue, use the Approvals grid to select a demographic request waiting for your approval. The Demographic Request Details page displays with four areas:
The Request Info area displays the demographic request details submitted by the vendor. The message "*Value has been modified" marks each field with a modified value. This area also includes a Contacts grid and Vendor Comment box.
The Request Attachments grid that lists documents attached to the demographic request by the vendor or approver. You can review these attached documents and, if applicable, edit the document name or remove it from the request. You can also add additional attachments.
The Approver Comment box allows you to enter a comment when approving or rejecting the demographic request.
The Approval Process grid lists the current status of this demographic request and the approver to whom the demographic request is assigned.
When a request is approved, the program updates the vendor's record in the Alio Vendor Master table.
The following columns display in the Contacts grid. Use this grid to add a vendor contact record, edit a vendor contact record, or remove a vendor contact record.
Column |
Definition |
Name |
This column displays the name of each vendor contact |
Title |
This column displays the contact's title. |
Phone |
This column displays the contact's telephone number. |
Ext |
The column displays the contact's telephone extension , if applicable. |
This column displays the contact's e-mail address. |
|
Edit |
Click the
Edit button |
Delete |
Click the
Delete button |
The following columns display in the Request Attachments grid.
Column |
Definition |
Document Name |
This column displays the name of each document attached to the request. Click the Document Name link to view the document or download the document to your computer. |
File Name |
This column displays the document's file name. |
Comments |
This column displays comments entered about this attachment. |
Edit |
Click the
Edit button |
Delete |
Click the
Delete button |
The following columns display in the Approval Process grid.
Field |
Definition |
Date Processed |
This column displays the date that the approver approved or rejected this demographic request. This column is blank if the request status is Pending. |
Approver |
This column displays the name of the person that approved or rejected the request. |
Status |
This column displays the status of the demographic request displayed. The statuses are Pending, Approved-Finalized, Canceled, or Rejected. |
Comments |
This column displays comments entered by the approver. |
Follow these steps to approve a request.
Click the Approval Queue link in the Navigation Menu. The Approvals grid displays the requests submitted for your approval.
Optionally,
use the Filter
button 
to search for the requests to be approved.
Click the Request Date link that corresponds to the request to be reviewed. The Demographic Request Details page appears.
Review the vendor's request including any attached documents.
|
The message "*Value has been modified" marks each field with a modified value. |
If necessary, modify the mailing address and/or contact changes submitted by the vendor.
If applicable, in the Request Attachments grid:
Attach one or more supporting documents to this request. Refer to the Adding an Attachment procedure for further information.
Change the name of the attached document. Refer to the Editing an Attachment procedure for more information.
Remove an attached document from the request. Refer to the Removing an Attachment procedure for more information.
Optionally, in the Approver Comment box, type a comment about this request.
Click
the 
button to approve
the request. The program updates the vendor's record in the Alio Vendor
Master table and assigns a status of Approved-Finalized to the demographic
request.
|
If the request was to remove a vendor's address, the program marks the address as Inactive in the Alio Vendor Master table. It does not delete the address from the table. |
If requested, the vendor will receive an e-mail notification that the request was approved.
The Approval Queue displays with the Approvals grid refreshed. Optionally, you can select the My Past Requests status to review the approved request.
Follow these steps to reject a request.
Click the Approval Queue link in the Navigation Menu. The Approvals grid displays the requests submitted for your approval.
Optionally,
use the Filter
button to search for the requests to be approved.
Click the Request Date link that corresponds to the request to be reviewed. The Demographic Request Details page appears.
Review the vendor's request including any attached documents.
|
The message "*Value has been modified" marks each field with a modified value. |
In the Approver Comment box, type a comment explaining the reason this request was denied.
Click
the 
button to reject
the request. The vendor will receive an e-mail notification that the
request was rejected.
The Approval Queue displays with the Approvals grid refreshed. Optionally, you can select the My Past Requests status to review the rejected request.
to change the contact details. Click here to display the 
to delete a vendor contact from the grid. 