ITM Reports - Verifying new locations

ITM Reports - Verifying new locations

Purpose:

  1. The purpose of this Knowledge Base Article is to demonstrate how to approve or reject new locations added by Service Providers submitting ITM Reports. 

Video:



Instructions:


1. Click on ITM.


Click on ITM



2. Click on ITM Reports.


Click on ITM Reports



3. Click on Filter.


Click on Filter



4. Select "Address Status".





5. Select "Review Needed" to view those locations that were recently added and require review.





6. This will bring up an ITM list of only those new locations requiring review.
Select the Building icon for the location you wish to review.


This will bring up an ITM list of only those new locations requiring review.
Select the Building icon for the location you wish to review.



7. To reject a new location simply click on "X Not Approve".





8. This will bring up a new modal that will require a Reject Reason Code as well as a comment.

Notes
Once a location is rejected, the system will auto-reject all ITMs using this place with the specified reason code and comment.





9. Click on Reject & Submit.


Click on Reject & Submit



10. A notification will appear confirming that the location was not approved.


A notification will appear confirming that the location was not approved.



11. To approve a location simply click on the building icon.


To approve a location simply click on the building icon



12. Click on Verify.


Click on Verify



13. A notification will appear confirming that the location was successfully approved.


A notification will appear confirming that the location was successfully approved.



























































    • Related Articles

    • Business Portal - Clearing Non-Compliant ITM Reports

      Purpose: To demonstrate how to add new locations within the Business Portal when submitting an ITM Report. Video: Instructions: 1. Click on ITM and Click on ITM Reports. 2. We will be looking at ITM Reports in a Submitted or Approved Status. 3. For ...
    • Business Portal - Adding new locations

      Purpose: To demonstrate how to add new locations within the Business Portal when submitting an ITM Report. Video: Instructions: 1. Click on Add ITM. 2. If the location you are performing work on does not automatically populate you can click on "+ ...
    • ITM Setup: ITM Reports

      Purpose: The purpose of this Knowledge Base Article is to demonstrate setup options for ITM Reports Video: Instructions: 1. Click on ITM 2. Click on ITM Setup 3. Setup area allows you to establish custom actions for ITM reports coming in based on ...
    • ITM Reports - Compliance Checks

      Purpose: The purpose of this Knowledge Base Article is to demonstrate how Compliance Checks are created for ITM Reports and review the process for Inspectors. Video: Instructions: 1. Click on ITM. 2. Click on ITM Reports. 3. Click on Filter to pare ...
    • ITM Reports - Overview

      Purpose: The purpose of this Knowledge Base Article is to demonstrate overall navigation of ITM Reports. Video: Instructions: 1. Click on ITM 2. Click on ITM Reports 3. Click on Columns to see all available column items 4. Re-organize columns in a ...