WEBVTT

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Welcome to this training on how to review
a pre approval request in the COI system.

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I'll walk you through the steps to review
and submit an intermediate and final

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review for a pre approval request.

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To submit an intermediate review from
your inbox or from the Pending Request

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tab on the Request page,
click the name of the Pre Approval

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request.

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Then click Submit my review.

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Select either Yes or no to the question,
Do you recommend approval of this request?

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If you disapprove the pre approval
request,

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you may choose to skip all later review
stages, making your decision final.

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Add comments and supporting documents if
required.

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Click OK to proceed.

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The request will move forward in the
review process.

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To submit a final review,
we'll go back to the Pending request tab

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and we'll click the name of the Pre
approval request.

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Click Submit Review.

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Choose your determination,
either approved or disapproved.

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If disapproved,
you'll need to provide a reason.

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Add comments and supporting documents if
needed.

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Click OK to finalize your review.

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You'll see the status has changed to
Approved.

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An e-mail notification will be
automatically sent to the requester with

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your determination.

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You have now learned how to review a pre
approval request.

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For additional information,
please visit the training site.

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Thank you.