Wisecare Dashboard Manual Help

Approval Requests

The Approval Requests pages contain tables similar in functionality to other tables within the intranet, with slight differences in purpose. These pages are accessible only by the admin and are used to manage submitted requests for approval.

  1. Accounts Approval Requests

  • Displays a list of requests submitted by employees.

  • Includes details such as:

    • Requested By: Who made the request.

    • Requested At: When the request was submitted.

    • Account: The account modified by the request.

    • Action: Whether the request is for adding, editing, or deleting an account.

  • Admins can click on each row to view the changes made by the requester.

  • Contains "Reject" and "Approve" buttons for each request.


    Approval Requests for Accounts

  1. Account Exports Requests

  • Contains a table showing:

    • Requested By: Who made the export request.

    • Requested At: When the request was submitted.

  • Clicking on a row allows the admin to view details and either reject or approve the export request.


    Approval Requests for Account Exports

  1. Company Employees Exports Requests

  • Similar functionality to the Account Exports page.

  • Displays the Account, Requested By and Requested At for each request.

  • Admins can click on rows to approve or reject export requests.


    Approval Requests for Employee Exports

Approving Accounts Requests

  1. View Request Details

  • Click on the "Eye" icon at the end of the row in the table.


    Accounts Eye Icon

  • A window will pop up showing the details or changes made to the account by the requester.


    Accounts Details

  1. Approve or Reject

  • At the bottom right side of the window, you will see two buttons:

    • "Reject"

    • "Approve"

  1. Approve the Request

  • Click "Approve" to accept the changes.


    Accounts Approval

  • The modifications will now reflect in the "Accounts" table and on the "Company Profile" page.

  1. Reject the Request

  • Clicking "Reject" will decline the request.


    Account Reject

  • The changes will not be applied to the "Accounts" table or the "Company Profile" page.

Approving Account and Company Employees Exports Requests

  1. Access the Request

    • Click on the three dots at the end of the row in the table.

      Account Exports Three Dots Icon

  2. Confirmation Window

    • A window will pop up asking for your confirmation regarding the action.


      Account Exports Confirmation Window

  3. Approve the Request

    • Click "Approve" to grant access.


      Account Exports Approval

    • The file will now be accessible by the requester on the "Download Files" page.

  4. Reject the Request

    • Clicking "Reject" will prevent the requester from accessing and downloading the file.


      Account Exports Reject
Last modified: 05 December 2024
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