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Organization Approval

Organization Approval

There exist a few instances when you as an administrator would need to approve organization profiles. These include:

 

1. You may have users of the same eCoordinator account who can create organization profiles, but lack the ability to approve them.
2. You may have users who login to a different eCoordinator account, but whose profiles are shared with your account. Again, they lack the approval privileges that you have.
3. Partner organizations with whom you work register online using Samaritan product Organization eRecruiter. These organization profiles appear in the inbox folder on the Organizations tab. As new organizations are registered via the Organization eRecruiter and come in to your eCoordinator account, you will likely want to review the data before posting anything to your volunteer eRecruiter. Before you can post, you must first approve them.

Access:

The approval buttons are accessed from the "History" tab of the organization profile.

 

Buttons:

The buttons function as follows.

Request approval: When organization profiles are first created, the default approval status is "Created." Upon clicking the "Request approval" button, the status will change to "Approval Requested." Then, an administrative user can come through and check all requested organizations and approve or disapprove. An easy way to do this is to create an "Approval" grid setting, discussed below. Once the "Request Approval" button is clicked, a verification screen appears, giving you the option to send an email--perhaps to the person who has the power to approve your organization. Additionally, the "Undo Approval request" button will appear.
Undo Request approval: This button basically reverses the "Request approval" button. Again, a verification screen appears allowing you to email the approver, and the status will revert back to the most recent status.
Approve: This button will pop up a verification screen, and give you the option to email the contact person of the organization that you are approving, to let him/her know of your decision. The organization status now says "Approved." Additionally, the "Undo Approve" button will appear.
Undo Approve: This button basically reverses the "Approve" button. Again, a verification screen appears allowing you to email the approver, and the status will revert back to the most recent status.
Disapprove: This button will pop up a verification screen, and give you the option to email the contact person of the organization that you are disapproving, to let him/her know of your decision. The organization status now says "Disapproved." Additionally, the "Undo Disapprove" button will appear.
Undo Disapprove: This button basically reverses the "Disapprove" button. Again, a verification screen appears allowing you to email the approver, and the status will revert back to the most recent status.
Unable To Place Volunteer: Clicking this button will prohibit any placements to occur for any opportunity belonging to this organization. If this button is clicked while volunteers are already placed with opportunities or schedule slots, those placements will revert to referrals.

 

Statuses:

Created: The organization profile has been created, and no other action has been made.
Approval Requested: Somebody has requested that the organization profile be approved, either by entering the profile directly into eCoordinator, or via the Organization eRecruiter.
Approved: The organization has been approved.
Disapproved: The organization has been disapproved.
Canceled: The organization has been canceled.
Unable To Place Volunteer: No volunteers will be able to be placed with opportunities belonging to this organization. Furthermore, any volunteers who were already placed with opportunities or schedule slots have been reverted to referrals.

 

 

Approval System Grid Columns:

Approval Request Date: Most recent date that an approval has been requested for the organization.
Approval Requested By: Who requested the approval.
Approval Requested By User Type: Currently only configured to display "eCoordiantor User" user type. More types to be created in the future, with the expansion of Organization eRecruiter.
Approval Requester Email: Email address of the requester.
Approval Requester Phone: Phone number of the requester.
Approval Status
Status Assigned By: Who assigned the current status (approved, disapproved, e.g.).
Status Assigned By User Type: Currently only configured to display "eCoordiantor User" user type. More types to be created in the future, with the expansion of Organization eRecruiter.
Status Assigner Email: Email address of the person who assigned the current status.
Status Assigner Phone: Phone number of the person who assigned the current status.
Status Assignment Date: Most recent date that status has been updated.
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