Tip 5.2 What happens when Signatory Submits to the Releasing Officer or Returns to Offer Facilitator/Offer Manager?
When the signatory signs and submits the Online Release Request to the Releasing Officer, the Activity Status changes to Submitted to Releasing Officer. An automated notification with a secure webform to the Releasing Officer will be sent from the Signatory’s email address copying the Offer Facilitator or Offer Manager, as well as the signatory and Notification Recipients group, if selected.
It is possible to make changes to the Onboarding Method, Onboarding sub-method, Appointment type and Release Details in step 1, 2 or 4 and Regenerate the Online Release Request after it has been submitted by the signatory to the Releasing Officer. The Offer Facilitator or Offer Manager will be alerted to regenerate and process the Release Request Document, as described above, through a pop-up message. In this case, the original weblink sent to the Releasing Officer will be invalidated. If the Releasing Officer clicks into the original weblink, they are notified of this change accordingly.
In case the signatory returns the Release Request Document for revisions, the Offer Facilitator / Offer Manager will receive an email notification informing that the template has been returned with the reasons indicated by the signatory. The Activity Status of the Release Request Document changes to Returned by Signatory. Proceed with processing the changes to the template and resubmit the Release Request Document to the signatory, as described above. When necessary, click on Regenerate to capture the changes made, e.g., if there is a change in the Onboarding Method or a change in the Release Details.
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