Submit an Organization for Review

Note: You will need Approval rules configured before you can approve or reject an organization. If you do not have any approval rules set up, view the Approval Rule Setup article to create a default admin rules.

To submit an organization for review:

1. Access the Organization Record for the appropriate organization.
2. Scroll down to the Review Information section.
3. From the Proposal Type dropdown menu, select the appropriate proposal type.
4. Click the Load button. The status for the current proposal type will appear as pending. 
5. Click the Submit for Approval button.
   1. Note: Your name must be populated in the Owner field. If you are not already assigned as the owner, you may need to assign the proposal to yourself. Please follow your company's business process before making changes.
6. In the Status for Current Proposal Type field, the request's status will display as one of the following: 
   1. Approved:Organization is considered eligible for the current proposal type
   2. Pending: Organization’s eligibility for the current proposal type has not yet been determined
   3. Rejected: Organization is ineligible for the current proposal type
7. In the Next Review Date field, enter the appropriate date. 
8. In the Organization Category field, select an option, if applicable.
9. Click the Submit for Approval button. The organization has been submitted for approval.