Assigning a Credit to be Reviewed

Background

Credits in Elda require approval by an authorised user to be processed.

 

Before you begin

  • Ensure you have access to Credits. If you don't see Credits in your available Elda (Chrome) shortcuts, you may need to request access to it. Please see our article on how to Request access to an Elda Application.
  • You have the right permissions to perform the below steps.

 

Steps to follow

1. Once the credit is ready to be approved, click the drop-down option and select the manager you wish to have the credit reviewed by.

2. Once selected, click save – This will prompt you to confirm whether you would like to send an email to the selected manager to review the credit – Select yes, to notify them.

 

 

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