How to Approve or Reject an Eligibility Document

Summary

This guide will show you how to manually approve or reject an eligibility document uploaded by a customer. This process requires staff intervention to verify the documents before the customer's membership status can transition from 'Pending' to 'Active.'

Step-by-Step Guide

1. Access the Membership Module

   • From the home page, navigate to the Membership module.
     
     
     
     

2. Open Eligibility Management

   • Click on the Eligibility Management button.
     
     
     
     

3. Go to Eligibility Approval

   • Select the Eligibility Approval button to manage pending eligibility requests.
     
     
     
     

4. Locate the Customer

   • In the Pending tab, use the search bar to find the customer by entering their Name, Email, or Reference Number.
     
     

5. View the Document

   • Once you have located the customer, click on the View Document button on the right side of the page to review the uploaded documentation.
     
     

6. Approve or Reject the Document

   • After reviewing, choose to either Approve or Reject the document:

     • If rejecting, select a Rejection Reason from the dropdown list. This reason will automatically be sent to the customer, explaining why their document was rejected.
       
       
       
       

   • To create a New Rejection Reason, navigate to Eligibility - Rejection Reason.
     
     

7. Finalize the Status

   • Once you have approved or rejected the document, it will move to either the Approved or Rejected tab. This allows you to easily locate documents based on their status.
     
     

Note:
You can also upload a proof document on behalf of a customer at the Front of House (FOH) or approve a physical proof document directly at FOH.