Approve or deny an interaction

User role: Service Desk Agent

When an order is submitted from Service Desk, Service Manager automatically creates an interaction that, based on approval requirements, may have to be approved before its fulfillment or to be denied.

To process an interaction, follow these steps:

  1. Tap a Service Desk interaction record from the Awaiting Approvals view. The Detail view of this record opens.
  2. Review the Service Desk interaction and determine how you will process the approval interaction.
  3. To approve an Service Desk interaction, tap Approve from the Ellipsis icon options.

    The record is now approved and disappear from the view list.

  4. To deny an Service Desk interaction, follow these steps:

    1. Tap Deny from the action bar.
    2. Type the reason you are denying the request, and then tap Save.

    The record is now denied and disappears from the view list.