Summary
This guide will show you how to accept or decline an eligibility document. This is a manual process. Therefore, a staff member has to check the documents and approve it before the customer's membership status moves from the 'pending' status to 'active'.
Step by step guide
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From the home page, select the ‘Membership’ module
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Select the ‘Eligibility Management’ button
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Select the ‘Eligibility approval’ button
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On the pending tab, search for the customer using their name, email or reference number.
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Once you’ve located the customer, select the ‘click to view’ button located on the right hand side of the page to view the documentation.
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Select the Reject or Approve the documentation. When the reject button is selected, you can choose a reason for rejection, which will automatically be sent to the customer explaining why the document was rejected
If you wish to create a New Rejection Reason, please go to Eligibility - Rejection Reason
7. Once you reject or approve the document, the document will go in the approved or rejected tab so it can easily be located based on its status.