Making an Approval Decision in TeamDynamix Client Portal

Making an Approval Decision in TeamDynamix Client Portal

This article covers the steps required for you to make an approval decision on an account request that you received in an email notification.

  1. Open the email with subject line TeamDynamix Service Request #XXXXX: (Review and Approval) Awaiting Your Action (if you can't find the email, go to My Approvals in the TD Client Portal).

  2. Review the details of the request included in the email just below "Review and Approval"
  3. Once your decision is made, take note of the Ticket ID number for the next step, then click on the link to Review Your Workflow Assignments

  4. Log In to the TD Client Portal using your UNH credentials
  5. Once you’re authenticated, you’ll be brought to the following approval screen:

  6. Find the Ticket ID in the table of approvals and click on the link in the Step column

  7. This will bring you to the final step in this process, where you’ll need to click on the green Approve or red Reject button to make your decision.

  8. Add some notes if you need to (recommended) and click the final Approve or Reject button

Details

Article ID: 1238
Created
Fri 7/19/19 5:56 PM
Modified
Tue 10/29/19 6:43 PM