SDL Desktop - Prior Approvals - Responding to Prior Approval Requests

14 STEPS

1. The first step is to open SDL Desktop and make sure you are on the Home Page/Info Tab

2. Scroll down to the section titled Prior Approvals

3. This section of the home page will display any prior approvals that have been sent to you from another department looking to verify information in your module.

4. The prior approvals section will show you the details of the prior approvals sent to you, including the status, which department and user it came from, how long you have to respond, and the comments from the requestor.

5. To respond to the Prior Approval, click the Title.

6. You will automatically be brought to the Action Tab. Here you will see the title of the request, the type of request, and how many days the requestor has set to receive a response.

7. The Comments section is where the requestor has entered in the details of what they are requesting from your department.

8. If you need to add any attachments for the Requestor, you can do so from the Attachments tab by selecting the blue plus button.

9. If you would like to see the property information (Address, BLQ, Owner, etc) you can also go to the Location tab.

10. On the Action tab, use the Return Comments section to write out your response to the request.

11. Use the Action Drop Down to change the status of the request.

12. You can choose whether or not to notify the sender of the request of your change in status.

13. The date of your update will automatically populate.

14. Click OK to close out the request.