The Approval Queue

Any Project, Quote or Order that needs to be reviewed and/or needs pricing or product approval will be pushed to the Approval Queue. This queue is visible to both the agents and CLS users.

Follow the steps below to know how to find your SI in the Approval Queue

Step 1: Go to 'Tools' in the Homepage and click on 'Approval Queue'

Step 2: Choose the filters based on which you want your results to be displayed; then click on 'Search'.

1. The agent field is mandatory. If you are logged in as an agent, you don't have to worry about this - this field will be automatically populated
2. For CLS users, you may choose to select an agent or you may select 'My Agents'. You may select one or the other, but not both.

3. You must 'Select' one option under the 'Status' option. All other columns are optional.

You can double click on any of the SIs displayed in the results to open it.

The following table describes the various filters.

Filter column	Description	Filter in Approval Queue
Search For	You can use this column to select the type of SI you are searching. You can choose a Project, a Quote, an Order or a combination of three.
Category Filters	You can check one of the fields is this column to select the type of account associated with your SI. This column is divided into two sections. In the first section you may select 'National Accounts Only' OR 'Excluse National Accounts' but not both.In the section, you may choose 'CF Accounts Only' or 'Exclude CF Accounts', but not both.
Status	You can select the filters here based on the status of the SI i.e. if pricing approval has been requested, if configuration approval has been requested, if the status of the SI is in Request Review or if the SI has been returned to the agent.
	Projects Only: You may also search for projects based on their 'Spec Status': Specification Submitted, Specification Registered and Specification Rejected.
	Order Only: Search for the Orders based on the 'Change Request', shipping, promotions and Order Type.

Additonal Options in the Approval Queue

The 'File' menu at the top of the Approval Queue provides you a few more options to make your life easier.

Menu Option	Description
Save Defaults	When you select your filters, and then click 'Save Defaults' under 'File', it will save your selections. So, the next time you open the approval queue, all your desired fields will remain checked.
Clear Defaults	You can also use 'Clear Defaults' to clear all your default filter options and start fresh.
Export	The 'Export' option can be used to export the results of your search to either an excel or a .csv file.
Print	Allows you print the results to a file.