Submitting and Approving Appeals in the Hub
1. In the Inbox, choose the audit you want to appeal.
2. Click "Appeals"
3. Select an approver from the dropdown.
4. Choose the questions you want to appeal.
5. Add the appeal reason in comment box and post the comment.
6. Add any attachments as needed in evidence of the appeal.
7. Submit the appeal.
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At this stage, an email is triggered to go to the selected approver asking them to
approve/reject the appeal.
8. The selected approver (if applicable), now approves/rejects the appeal and can add comments as
needed.
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At this stage, an email is triggered to the selected approver and the user that
submitted the appeal to alert them to the change of status to 'Approved for review' or 'Rejected'.
9. Where an appeal has been approved, a member of the Client Support team will review the appeal, add comments regarding decisions, make any necessary changes to the report, then categorise and "Complete" the appeal.
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At this stage, an email is triggered to the selected approver and the user that
submitted the appeal to alert them to the change of status to 'Reviewed', including comments from the Client Support team on decisions and reasons.
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