Portal User Guide › Using Tickets and the Inbox › General Approval Ticket Operations › Consult

Consult

You can use the Consult utility to send a request for a consult concerning a link that you are reviewing during an Approval Process. You can consult more than one user at a time. You also don’t have to wait for an answer to your request before you actually approve or reject the link listed in the Approver ticket. This feature is particularly useful when you are facing a deadline.

When you click Consult the Find Users screen opens in a separate browser window.

The Find Consult Users screen is divided into two sections:

The filter

Located in the window’s header. The filter lets you narrow down the list of proposed approvers.

The proposed users

This table presents a pre-filtered list of users who can receive the request to provide a consultation. This list can be filtered to aid in finding a specific user.

You can select more than one user to consult with. After selecting the first user to consult with, the Consult button toggles to become the Consult More button. The View Consult Results is added to the ticket’s Advanced functions.

Consulting another user generates a ticket of the same type as the source Approver ticket. The approver who made the consultation request can see a copy of the consultant tickets, listed as leaves below the original Approver ticket in the Inbox.

The consult ticket that is generated is sent to each consultant’s Inbox.

The ticket itself is identical to the original Approver ticket (Delete Link Entity1-Entity2) except it has a new Ticket ID and the General functions are limited.

The options Approve and Reject have the following meaning:

Approve

Approve the request to delete the specified link.

Reject

Reject the request to delete the specified link.

Click View Parent to see the ticket from which the consultation request originated (all functions disabled).

When you approve or reject the link, the consultation ticket is archived.

You can check this ticket’s Transaction Log to view what decision was made in this case.

To consult on a ticket

1. Click Consult in the ticket’s Ticket Properties Form.

   The Find Users screen opens in a separate browser window.

2. Select one or more names from the list. You can use the filter option to reduce the number of records listed in the table.
3. Click OK.

   The Executing bar appears. A new ticket is generated for each consultant listed. The new ticket(s) will now appear in the consultant’s Inbox.

4. Click View Consult Results to view the results of the consultation.

More information:

Filter a Data Table