Review Customer Approvals
Apply or reject portal-submitted monitoring contact changes.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Review Customer Approvals is for and choose the correct next action.
Safety and data checks
- • Monitoring contacts affect dispatch; never approve an unverified person, phone number, order, or authority change.
Complete the task
- 1Navigate
Open Review Customer Approvals
Use the Hub navigation to open Review Customer Approvals. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultReview Customer Approvals is open and its page heading is visible.
- 2Review
Understand what belongs here
Customer Approvals holds sensitive portal changes for office verification before live alarm data is updated. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Compare the submitted change with current contacts, customer identity, system, authority, and audit history. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Approve the verified differences or reject with a clear reason and follow-up instructions. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Monitoring contacts affect dispatch; never approve an unverified person, phone number, order, or authority change. This orientation ends before any irreversible or customer-facing submission.
Monitoring contacts affect dispatch; never approve an unverified person, phone number, order, or authority change.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.