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Users within specific roles have the ability to approve enquiries on the system.

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If you have been selected as the Approval by User for an Enquiry, you will receive an email and a reminder via the database.

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Approve an Enquiry

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  1. A reminder will pop up on your system to advise that an enquiry requires approval by you (the assigned Approval by User):
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\"Enquiry

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  1. Open the enquiry via this window by double clicking on the grey area to the left of the Created By column: -
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\"Created

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\"Enquiry\"

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  1. If you snooze the reminder to action at a later time, the enquiry approval request will show on your Dashboard Open Reminders tab:
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\"Open

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  1. To approve the enquiry, select Functions>Approve Enquiry from the toolbar.
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Select OK.

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A reminder will be sent to the Responsible Owner User to advise that their enquiry has been approved.

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The enquiry fields will now show in pink which indicates that the fields are now locked and can only be amended if the Revise Enquiry function is run.

","frontmatter":{"title":"How to Approve an Enquiry","tags":["enquiry","approve","approval by user","reminder","responsible owner user"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug005"}}}