Approving Portal Requests

How-To Video:

5-Approving Portal Requests

Instructions:

  1. On the left side menu, Under Portal Bookings, click or tap Portal Requests
    PortalRequests
  2. The Portal Requests page will appear.
    1. To find a specific Portal Request enter the reference number in the search box, then press Enter or in the list of requests, you can look for a specific request.
    2. Click on the request and the Portal Request screen will open.

RequestExample

  1. Click on Accept. Note, this is NOT approving the request, but accepting the request to view or configure details.
  2. Confirm the reservation details.
    ReservationDetails

    1. Scheduling Data Set: Make sure that your department shows
    2. Event: Choose the corresponding Event for the request [e.g. CDNS: Meetings – All meetings held in CDNS]
    3. Activity: Choose the corresponding term the request falls under [e.g. 201530]
    4. Status: You have 3 choices (mandatory):
      1. To approve the request, select Approved
      2. To refuse the request, select Refused
      3. To cancel the request, select Cancelled
    5. Managed by: You don’t need to do anything here – it should already be filled out
    6. Reservation Type: Choose Ad-hoc – Ad-hoc. Advanced users my choose something else from the list
    7. Requestor’s Unit: You don’t need to do anything here – it should already be filled out
    8. ID: It should already be filled out
    9. Requestor Contact: Make sure that the requestor Contact is filled out
    10. Number of Attendees: Enter the number of Attendees
    11. Description: Enter the description of the Reservation e.g Guest Speaker
      Note: You can create the description of the event from the information details provided by the requestor:

      1. Click or tap the “Additional Information” tab to see the title of the event entered by the requestor.
      2. Left click or tap and drag to select the text, then right click (or long tap) and copy the text
      3. Click into the “Details” tab, then click back into the Description field, right click, and paste the title.
    12. Time and Room Information: Make sure that the date, time, and duration and room number for the reservation is entered correctly.
  1. Click on Create Reservation, and the reservation is confirmed.
    • A Comment box will now display, where you can type any message for the requestor to see.

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