Requests can be denied individually or in a batch. Denying requests individually allows you to record a different decision date and any additional information on the denial form for each request, while denying in a batch is an efficient method if you do not need to record unique dates or information.
Deny a Request Individually
- Navigate to the workload page where the request is located.
- Work load pages include Application Complete, Application Evaluations Closed, etc.
- Click the Project Name of the request that you need to deny.
- Click Deny Request.
- Complete the fields on the Denial Information form, and then click Deny Request at the bottom of the form.
- This will change the status of the request to Denied and move it off of the dashboard.
- The Decision Date and Grant Date will auto populate with the date the user denied the request; however, the date fields can be edited.
- Decision Date is typically used as the date the grant was denied after evaluation, but any date that is helpful for your organization can be chosen.
- Grant Date is the date of the General Ledger transaction or posting date. The grant date has to be in an open financial period in CommunitySuite for integrated sites.
- All required questions must be completed on the denial form before the request can be fully denied.
- If all of the questions on the denial form are not answered or if you click Save Draft, the request will move into the Denial Draft workload page on the dashboard. The request will remain there until the denial form is completed.
- The denial form can be accessed from the Denial Draft workload page by clicking the paper and pencil icon next to the request. Once the remaining denial form questions have been completed, click Deny Request.
Deny Requests in Batch
- Navigate to the workload page where the requests are located.
- Work load pages include Application Complete, Application Evaluations Closed, etc.
- Check the box for each request that you need to deny.
- Click Batch Actions, and then click Deny Requests.
- Click OK.
- Fill out the fields, and then click Deny Requests.
- Enter the Decision Date, a denial comment if desired, and check the box indicating that you understand the warning message.
- There is no batch undo for denying requests in a batch.
- The date and comment will be recorded for all requests in this batch.
- When denying requests in batch, the Decision Date is the only field available to update and will automatically populate the Grant Date with the same date as the Decision Date.
- If the Grant Date needs to be changed, it will have to be manually edited on the grant or the Decision Date can be set as the Grant Date.
- Decision Date is typically used as the date the grant was denied after evaluation, but you can choose any date that is helpful for your organization.
- Grant Date is the date of the General Ledger transaction or posting date. The grant date has to be in an open financial period in CommunitySuite for integrated sites.
- Enter the Decision Date, a denial comment if desired, and check the box indicating that you understand the warning message.