Self-Service Approval Portal User Guide

Oracle® HPoPSelf-Service Approval Portal User Guide

F50980-02March 2022

Oracle HPoP Self-Service Approval Portal User Guide,

F50980-02

Copyright © 2021, 2022, Oracle and/or its affiliates.

Contents

Preface

Documentation accessibility vi

Diversity and Inclusion vi

Related resources vi

1 Introduction

What is HPoP? 1-1

HPoP users 1-2

Two-factor authentication 1-2

2 Get Started

Get started with Self-Service Approval Portal 2-1

Access Self-Service Approval Portal 2-2

Activate your account 2-3

Activate your account with a QR code 2-3

Activate your account without a QR code 2-7

Sign in to Central Partner Portal 2-9

Open Self-Service Approval Portal 2-10

Return to Central Partner Portal 2-11

Sign out of Self-Service Approval Portal 2-12

Get help 2-12

3 View the dashboard

View the dashboard statistics on the requests 3-1

4 Prepare for approval

Approval users—Prepare to approve requests 4-1

Manage the approval and partner users 4-1

View the list of approval and partner users 4-2

iii

Add an approval user 4-3

Modify an approval user 4-4

Delete an approval user 4-5

Add a partner user 4-5

Modify a partner user 4-7

Delete a partner user 4-8

Manage the registrants 4-9

View the list of registrants 4-9

Re-send the Self-Service Provider email 4-10

Delete a non-respondent registrant 4-11

View the list of deleted registrants 4-12

Manage the uploaded documents 4-13

View the common and partner documents 4-13

Add a common document 4-14

Modify the settings for a common document 4-15

Disable a common document 4-16

Add a partner document 4-17

Modify the settings for a partner document 4-18

Disable a partner document 4-19

Partner users—Prepare to approve requests 4-20

Manage your partner users 4-20

View the list of partner users 4-21

Add a partner user 4-21

Modify a partner user 4-23

Delete a partner user 4-24

Manage the documents for your partner 4-25

View your partner documents 4-26

Add a document for your partner 4-26

Modify the settings for your partner document 4-27

Disable your partner document 4-28

5 Approve requests

Approval process 5-1

View the list of requests submitted for approval 5-2

Approval users—View the Requested Self-Service Providers 5-3

Approval users—View the Deleted Self-Service Providers 5-3

Open a request 5-4

Request details 5-6

Approval users—Actions available for a request 5-7

Partner users—Actions available for a request 5-8

iv

Approval and partner users—Reviews available for a request 5-9

Approval and partner users—Section display selectors for the request details 5-10

View and modify the provider details 5-11

Add a document for a provider 5-13

Perform the actions required for approval 5-14

Approval users—Approve a request with the wizard 5-15

Open the wizard 5-16

Assign Partner 5-16

Review HPoP Provider Matches 5-19

Review HPoP Contact Matches 5-21

Review Receiving Hours 5-23

Review Completed Documentation 5-24

Complete Processing 5-26

Approval users—Approval actions 5-29

Assign a Provider to a Central Partner 5-30

Send a request for Partner Review 5-32

Put a request on hold 5-34

Approve a request 5-35

Activate a request 5-37

Reject or delete a request 5-38

Partner users—Approval actions 5-40

Put a request for your partner on hold 5-41

Approve a request for your partner 5-42

Reject or delete a request for your partner 5-44

Perform the reviews required for approval 5-46

Review the HPoP Provider Addresses 5-46

Review the HPoP Provider Contacts 5-48

Review the completed documentation 5-49

6 View the self-service statuses

View the request, review, and documentation status codes and descriptions 6-1

v

Preface

This preface contains the following sections:

• Documentation accessibility

• Diversity and Inclusion

• Related resources

Documentation accessibilityFor information about Oracle's commitment to accessibility, visit the OracleAccessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Diversity and InclusionOracle is fully committed to diversity and inclusion. Oracle respects and values havinga diverse workforce that increases thought leadership and innovation. As part of ourinitiative to build a more inclusive culture that positively impacts our employees,customers, and partners, we are working to remove insensitive terms from ourproducts and documentation. We are also mindful of the necessity to maintaincompatibility with our customers' existing technologies and the need to ensurecontinuity of service as Oracle's offerings and industry standards evolve. Because ofthese technical constraints, our effort to remove insensitive terms is ongoing and willtake time and external cooperation.

Related resourcesAll documentation and other supporting materials are available on the Oracle HelpCenter.

Preface

vi

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc

1Introduction

Use Oracle HPoP Self-Service Approval Portal (Self-Service Approval Portal) to approverequests submitted by providers (pharmacies) with the Oracle HPoP Self-Service ProviderPortal (Self-Service Provider Portal) to use Oracle HPoP Provider Portal (Provider Portal) toorder COVID-19 vaccines, therapeutics, and diagnostics.

• What is HPoP?Health Partner Order Portal (HPoP) is a suite of web-based COVID-19 health order portalapplications for managing, monitoring, and reporting key metrics associated with thedistribution and administration of COVID-19 vaccines, therapeutics, and diagnostics.

• HPoP usersThere are multiple users of the Oracle COVID-19 Health Order Portal applications. Theusers have different responsibilities and can only access the applications approved forthem.

• Two-factor authenticationTo ensure security, Central Partner Portal requires a two-factor authentication (TFA) codewhen you sign in. Two-factor authentication (TFA) ensures the security of Central PartnerPortal by requiring all users to enter something they know (their passwords) andsomething they have (TFA codes) before they can access the system.

What is HPoP?Health Partner Order Portal (HPoP) is a suite of web-based COVID-19 health order portalapplications for managing, monitoring, and reporting key metrics associated with thedistribution and administration of COVID-19 vaccines, therapeutics, and diagnostics.

You can access the HPoP applications on your computer, mobile phone, or tablet.

Note:

For more information on the HPoP applications, see the Oracle Help Center.

Application Purpose

Self-Service Provider Portal Create requests for approval to use Provider Portal from afederal government agency administrator (for example, a CDCor HHS administrator).Requests are sent to Self-Service Approval Portal for reviewand approval.

Self-Service Approval Portal Review, approve, and activate requests sent from Self-Service Provider Portal. You open Self-Service ApprovalPortal from Central Partner Portal.After requests are approved and activated, users can sign into Provider Portal to order vaccines, therapeutics (forexample, antiviral pills), and diagnostics (for example, testkits).

1-1

https://docs.oracle.com/en/industries/health/index.html

Application Purpose

Provider Portal Order COVID-19 vaccines, therapeutics, and diagnostics fordelivery and manage inventory.

Orders are sent to Central Partner Portal for processing.

Central Partner Portal Process orders for vaccines, therapeutics, and diagnosticssent from Provider Portal, and create new orders if needed.

Administration Portal Set up the COVID-19 vaccines, therapeutics, and diagnosticsthat users can order and process in Provider Portal andCentral Partner Portal.The Administration Portal documentation is available to federalgovernment agencies only. You cannot locate guides for thisproduct on Oracle Help Center.

HPoP usersThere are multiple users of the Oracle COVID-19 Health Order Portal applications.The users have different responsibilities and can only access the applicationsapproved for them.

User Description

Providers Organizations that administer or distribute vaccines,therapeutics, and/or diagnostics to patients andcustomers.• Providers include chain (for example, Walgreens

Store #1234) or independent pharmacies andorganizations such as hospitals, clinics, doctors’offices, or dialysis centers.

• Approved providers can access Provider Portal toplace orders and manage inventory. They can alsomanage the address, define licensing, and set thereceiving hours.

Partners Users who manage the allocation, distribution, andinventory within their area of responsibility.• Partners include jurisdictions (states and territories),

federal agencies (for example, DOD, DOS, FEMA),large healthcare/pharmacy organizations (forexample, CVS, Walgreens), and independentpharmacies.

• Partner contacts have access to Central PartnerPortal and can create and manage Providers.

Contacts Users who represent partners or providers who interactwith the HPoP applications on behalf of that organizationor government entity.• Contacts affiliated with a provider can access

Provider Portal.• Contacts affiliated with a partner can access Central

Partner Portal.

Two-factor authenticationTo ensure security, Central Partner Portal requires a two-factor authentication (TFA)code when you sign in. Two-factor authentication (TFA) ensures the security of Central

Chapter 1HPoP users

1-2

Partner Portal by requiring all users to enter something they know (their passwords) andsomething they have (TFA codes) before they can access the system.

A TFA code is also known as a one-time code because it changes or expires within a setamount of time to ensure no one can guess it.

You can access your TFA code for Central Partner Portal by scanning a QR code with GoogleAuthenticator or Microsoft Authenticator on your mobile device. From then on, you only openthe mobile app to access your TFA code when you sign in. If you do not want to use yourmobile device, you can choose to receive your TFA code in an email during the sign inprocess. For example, if your location does not permit cell phones, you can use the emailmethod. But, you must use a TFA code to sign in to Central Partner Portal.

Chapter 1Two-factor authentication

1-3

2Get Started

To access Self-Service Approval Portal, you must first sign in to Oracle HPoP Central PartnerPortal (Central Partner Portal). Self-Service Approval Portal is only available from CentralPartner Portal.

• Get started with Self-Service Approval PortalSelf-Service Approval Portal is an application within Central Partner Portal foradministrators to review, approve, and activate requests created in Self-Service ProviderPortal.

• Access Self-Service Approval PortalTo access Self-Service Approval Portal, you must activate your account and then sign into Central Partner Portal.

• Get helpIf you need help, you can open the Oracle HPoP Self-Service Approval User Guide fromwithin the Self-Service Approval Portal application or from the Oracle Help Center (OHC).The user guide provides detailed instructions on how to approve requests received fromSelf-Service Provider Portal.

Get started with Self-Service Approval PortalSelf-Service Approval Portal is an application within Central Partner Portal for administratorsto review, approve, and activate requests created in Self-Service Provider Portal.

After requests are approved and activated, users can sign in to Provider Portal to orderCOVID-19 vaccines, therapeutics, and diagnostics.

To use Self-Service Approval Portal:

1. Activate your account using two-factor authentication as described in Activate youraccount.

2. Open Self-Service Approval Portal as described in Sign in to Central Partner Portal and Open Self-Service Approval Portal.

3. Review the information submitted by the provider as described in Prepare for approval.

• If you are an administration user, you can, depending on your role as self-serviceadministrator or self-service reviewer, manage the administration and partnerreviewers, registrants, and documentation uploaded for inclusion with each request.

• If you are a partner reviewer, you can, depending on your role as self-serviceadministrator or self-service reviewer, manage the reviewers for the providers you areassociated with, and manage the documentation uploaded for inclusion with eachpartner request.

4. Approve the requests by performing a series of actions and reviews on the information inthe request. The available actions depend on your role. The reviews are the sameregardless of your role as an administration user (self-service administrator or self-service reviewer) or partner user (self-service administrator or self-service reviewer). Youcan:

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• Approve requests with the Approval wizard as described in Approval users—Approve a request with the wizard.

– The wizard, which is only available to administration users, guides youthrough the actions and reviews required to help you approve a request asquickly as possible.

– You can complete all the tasks in the wizard at one time, or you canchoose to exit the wizard without completing the approval process.

– After you run the wizard, or if you choose to exit the wizard withoutcompleting the approval process, you can review and if necessarycomplete any remaining actions and reviews at a later time, as describedin Perform the actions required for approval and Perform the reviewsrequired for approval. You cannot re-enter the wizard.

Note:

The wizard is only available for use before you start any actionsor reviews on the request.

• Perform the actions required for approval manually as described in Perform the actions required for approval.

– The actions available to perform on a request depend on your role and thestatus of the request. You can perform the actions in any order and at anytime.

• Perform the reviews required for approval manually as described in Perform the reviews required for approval.

– The reviews available to perform on a request are the same regardless ofyour role. They are, however, dependent on the status of the request. Youcan perform the review in any order and at any time.

Note:

After a request is approved and activated, you can no longer changeany of its details. You can, however, continue to view the requestdetails, as needed.

5. At any time, you can:

• Use the dashboard to view statistics on the requests as described in View thedashboard statistics on the requests.

• View descriptions of the request, review, and document statuses that appearin the Self-Service Approval Portal as described in View the request, review,and documentation status codes and descriptions.

Access Self-Service Approval PortalTo access Self-Service Approval Portal, you must activate your account and then signin to Central Partner Portal.

Chapter 2Access Self-Service Approval Portal

2-2

• Activate your accountAn account is created for you that allows you to access Central Partner Portal. Then, youopen Self-Service Approval Portal from Central Partner Portal.

• Sign in to Central Partner PortalTo access Self-Service Approval Portal you must first sign in to Central Partner Portal.Central Partner Portal uses two-factor authentication (TFA) to ensure secure accesswhen ordering COVID-19 vaccines, therapeutics, and diagnostics. Once you activateyour account, use your mobile device or email to access your TFA code.

• Open Self-Service Approval PortalYou open Self-Service Approval Portal from Central Partner Portal.

Activate your accountAn account is created for you that allows you to access Central Partner Portal. Then, youopen Self-Service Approval Portal from Central Partner Portal.

After your account is created, and you receive your Welcome email, you can activate youraccount. To activate your account you set a password and then access and enter a two-factorauthentication (TFA) code.

• Activate your account with a QR code

• Activate your account without a QR code

• Activate your account with a QR codeAfter you receive your Central Partner Portal Welcome email, you can activate youraccount by setting a password and scanning a QR code with a mobile app during theaccount activation process. The QR code is associated with your account and the HPoPapplication.

• Activate your account without a QR codeAfter you receive your Central Partner Portal Welcome email, you can activate youraccount by setting a password and requesting your two-factor authentication (TFA) codein an email instead of scanning a QR code with a mobile device.

Activate your account with a QR codeAfter you receive your Central Partner Portal Welcome email, you can activate your accountby setting a password and scanning a QR code with a mobile app during the accountactivation process. The QR code is associated with your account and the HPoP application.

To scan the QR code, you must download the Google Authenticator or MicrosoftAuthenticator app to your phone or tablet. You only need to scan the QR code once. Fromthen on, Google Authenticator or Microsoft Authenticator generate a new TFA code for youraccount each time you need it. You must leave the app on your phone to open it and accessa new TFA code each time you sign in to Central Partner Portal.

If you need to install Google Authenticator or Microsoft Authenticator on another device (forexample, a new mobile phone), you also need to request that your Central Partner Portaladministrator resets your TFA key. You can then scan a new QR code on your new deviceand sign in to Central Partner Portal.


2-3

Note:

If you cannot or do not want to use your mobile device to scan the QR code,you can skip the scanning step and receive your TFA code through an emailmessage. For details on activating your account with a TFA code in an email,see Activate your account without a QR code.

To activate your account and scan a QR code to see your TFA code:

1. Locate the Welcome email message sent to you from Oracle HPoP CentralPartner Portal ([email protected]) in your email.

2. Select Activate Account from the message to open the Set Your Password page.For example:

3. Enter the password you want to use for your account and confirm it. Use apassword with eight characters that includes one uppercase letter, one specialcharacter, and one number (for example, aBcd_ef1).

4. Select Set Password to open the Sign In page. For example:

5. Enter your email address (same as the address used for the Welcome email) andthe password you created. Select Sign In to open the Two-Factor Authentication(TFA) page. For example:


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6. On your mobile device, open Google Authenticator or Microsoft Authenticator.

Note:

If you need to download the app, open the store used to download applicationson your phone or tablet. Search for the Google Authenticator or MicrosoftAuthenticator app and download it. For example, open the App Store for aniPhone or Google Play Store for an Android phone. After you download GoogleAuthenticator or Microsoft Authenticator, keep it on your phone to access a TFAcode each time you log in. (If you use Google Authenticator, you can click thelink at the bottom of the page to watch the video.)

7. In Google Authenticator or Microsoft Authenticator, tap Scan a QR Code. Whenprompted, allow access to your camera.


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8. Hold your phone up to the QR code on your screen so the camera can focus andautomatically scan the code. (You do not take a picture.) You should see the QRcode come up on your camera screen as it focuses.

9. After the app scans the QR code, you see a six-digit code appear in GoogleAuthenticator or Microsoft Authenticator. You also see the HPoP Portal applicationname and your user name. For example:

For security, this code changes approximately every 30 seconds.

10. Enter the six-digit code shown in your mobile app into the Two-FactorAuthentication (TFA) field in Central Partner Portal.

11. Select Continue to authenticate and open Central Partner Portal.

The next time you sign in, you just enter your email address, password, and the TFAcode shown in Google Authenticator or Microsoft Authenticator.


2-6

Activate your account without a QR codeAfter you receive your Central Partner Portal Welcome email, you can activate your accountby setting a password and requesting your two-factor authentication (TFA) code in an emailinstead of scanning a QR code with a mobile device.

Note:

If you want to scan a QR code to receive a TFA code and activate your account,see Activate your account with a QR code.

To activate your account without scanning a QR code:

1. Locate the Welcome email message sent to you from Oracle HPoP Central PartnerPortal ([email protected]).

2. Select Activate Account from the email to open the Set Your Password page. Forexample:

page 2-3

3. Enter the password you want to use for your account and confirm it. Use a password witheight characters that includes one uppercase letter, one special character, and onenumber (for example, aBcd_ef1).

4. Select Set Password to open the Sign In page. For example:

5. Enter your email address (same as the address used for the Welcome email) and thepassword you created. Select Sign In to open the Two-Factor Authentication (TFA) page.For example:


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6. Ignore the QR code shown and select Switch to Email. This opens the Two-Factor Authentication (TFA) page for email users. For example:

7. Select Send Email to send the email to your account. You see the prompt to enteryour TFA code. For example:


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8. Locate the message from vpop-support in your email and open it. It contains your six-digitTFA code. This code expires in approximately 30 minutes.

9. Enter the six-digit code you see in your email into the Two-Factor Authentication (TFA)field in Central Partner Portal.

10. Select Continue to authenticate and open Central Partner Portal.

The next time you sign in with your account, just enter your email address, password, selectthe option to get a new TFA code in an email, and enter the code.

Sign in to Central Partner PortalTo access Self-Service Approval Portal you must first sign in to Central Partner Portal.Central Partner Portal uses two-factor authentication (TFA) to ensure secure access whenordering COVID-19 vaccines, therapeutics, and diagnostics. Once you activate your account,use your mobile device or email to access your TFA code.

If you did not activate your account yet, see Activate your account with a QR code or Activateyour account without a QR code.

To sign in (after activating your account):

1. Open Central Partner Portal in a browser to access the sign in page. For example:

Note:

If you do not know the web address for Central Partner Portal, check theWelcome email from Oracle HPoP Central Partner Portal ([email protected]). You used that email to activate your account. It includes a webaddress to Central Partner Portal. Click that link and bookmark it for futureaccess.


2-9

2. Enter your email address and password. Then select Sign In to open the Two-Factor Authentication (TFA) page. For example:

3. Do one of the following:

• If you use Google Authenticator or Microsoft Authenticator on your mobiledevice to see your TFA code, open the app to see the six-digit code.

• If you use email to get your TFA code, select Switch to Email. Select SendEmail and check your Inbox for the message. It contains your TFA code. Thecode expires within 30 minutes.

4. Enter the six-digit code in the Two-Factor Authentication (TFA) field. Then selectContinue to open Central Partner Portal.

Open Self-Service Approval PortalYou open Self-Service Approval Portal from Central Partner Portal.

To open Self-Service Approval Portal:

1. Sign in to Central Partner Portal as described in Sign in to Central Partner Portal.

2. In the Central Partner Portal home page, in the Management menu, selectProviders. The Providers page opens.


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3. In the Providers page, on the right, select Review Self-Service Approvals. TheDashboard page in Self-Service Approval Portal opens. For example:

• The navigation menu appears in the left pane. The options in the navigation menumay vary depending on your role.

• In the left corner of the banner at the top of the page, select the Expand/Collapse

Navigation icon to display or hide the navigation menu name for each icon.The menu icons always appear in the navigation pane.

Note:

For information about the dashboard, see View the dashboard.

• Return to Central Partner PortalYou return to Central Partner Portal from the dashboard in Self-Service Approval Portal.

• Sign out of Self-Service Approval PortalSelf-Service Approval Portal automatically signs you out of the system after a set amountof time (for example, 1-8 hours). Once that time expires, you need to sign in to CentralPartner Portal again using two-factor authentication. But, you can sign out at any time.

Return to Central Partner PortalYou return to Central Partner Portal from the dashboard in Self-Service Approval Portal.

To return to Central Partner Portal:

1. In the navigation menu, select the Dashboard icon or menu name. The Dashboardpage opens.


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2. At the top right of the Dashboard page, select Return to Partner Portal.

Note:

You can navigate between Self-Service Approval Portal and CentralPartner Portal as often as needed.

Sign out of Self-Service Approval PortalSelf-Service Approval Portal automatically signs you out of the system after a setamount of time (for example, 1-8 hours). Once that time expires, you need to sign in toCentral Partner Portal again using two-factor authentication. But, you can sign out atany time.

To sign out of Self-Service Approval Portal:

• On the right side of the banner, locate your user name (email address) and selectSign Out from the drop-down menu.

Get helpIf you need help, you can open the Oracle HPoP Self-Service Approval User Guidefrom within the Self-Service Approval Portal application or from the Oracle Help Center(OHC). The user guide provides detailed instructions on how to approve requestsreceived from Self-Service Provider Portal.

To access the Oracle HPoP Self-Service Approval User Guide:

1. In the right corner of the banner, select Help, and then select Documentationfrom the drop-down menu. The Oracle HPoP Self-Service Approval Portaldocumentation page in the Oracle Help Center (OHC) opens.


• On the Get Started page, select a link to open the corresponding topic in theUser Guide in HTML format.

• In the left pane of the Oracle Help Center page, select Books, and then selectHTML or PDF to open the User Guide in HTML or PDF format.

Chapter 2Get help

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3View the dashboard

The dashboard page, which displays when you open Self-Service Approval Portal, providesstatistics that track how quickly requests are moved through the approval process.

• View the dashboard statistics on the requestsYou can use the Self-Service Approval Portal dashboard to view summary statistics onthe requests submitted by Self-Service Provider Portal to track how quickly requests aremoved through the approval process.

View the dashboard statistics on the requestsYou can use the Self-Service Approval Portal dashboard to view summary statistics on therequests submitted by Self-Service Provider Portal to track how quickly requests are movedthrough the approval process.

To view summary statistics on the requests:

1. In the navigation menu, select the Dashboard icon or menu name. The Dashboardpage opens. For example:

2. Do any of the following:

• At the top of the Dashboard page, in the Report Filters section, in the Partner drop-down menu select a partner (or leave the selection blank to show all Partners).

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Note:

The Report Filters section is visible only to administration users andreviewers; it does not appear on the page if you are a partnerreviewer.

– Select a partner to automatically refresh the graphs.

– Select Reset to clear the partner selection and show the data for allpartners.

• In each section, hover over each bar graph to display the statistics.

– Number of Requests per Status—Shows data for requests with thefollowing statuses: REQUESTED, SUBMITTED, ASSIGNED, PARTNERREVIEW, APPROVED, ON HOLD, REJECTED, ACTIVATED.

– Average # of days to reach status from request creation—Shows datafor requests with the following statuses: SUBMITTED, ASSIGNED,PARTNER REVIEW, APPROVED, ON HOLD, REJECTED, ACTIVATED.

– Average # of days from Partner Review to Activate/Rejected—Showsdata for requests with the following statuses: REJECTED, ACTIVATED.

• Select a bar graph to open the Review Requests page to view a report withdetailed information for requests with the selected status.

Note:

For detailed descriptions of each status, see View the request, review,and documentation status codes and descriptions.

Chapter 3View the dashboard statistics on the requests

3-2

4Prepare for approval

Before approving requests submitted from Self-Service Provider Portal, you can review theinformation submitted by the provider. The information you can view and modify depends onyour role.

• Approval users—Prepare to approve requestsBefore approving requests, approval users can, depending on their role as a self-serviceadministrator or self-service reviewer, assess approval and partner users, review theregistrants, and review the documents uploaded by administrators for inclusion with eachrequest.

• Partner users—Prepare to approve requestsBefore approving requests, partner users can, depending on their role as a self-serviceadministrator or self-service reviewer, assess the partner users associated with theirpartners, and review the documents uploaded by administrators for inclusion with eachpartner request.

Approval users—Prepare to approve requestsBefore approving requests, approval users can, depending on their role as a self-serviceadministrator or self-service reviewer, assess approval and partner users, review theregistrants, and review the documents uploaded by administrators for inclusion with eachrequest.

• Manage the approval and partner usersAdministrators determine whether an approval user or partner user must review arequest. After you open Self-Service Approval Portal, make sure you have enough userswith the correct roles (self-service administrator or self-service reviewer).

• Manage the registrantsApproval users can, depending on their role as a self-service administrator or self-servicereviewer, review the registrants to identify users who are valid, users who may have hadtrouble accessing Self-Service Provider Portal due to, for example, a lost self-serviceprovider email, or users who are duplicates or are otherwise invalid.

• Manage the uploaded documentsAdministrators can upload common and partner documents along with uploadinstructions, whether they will be automatically uploaded when a new provider record iscreated, if they are mandatory, and if they are active.

Manage the approval and partner usersAdministrators determine whether an approval user or partner user must review a request.After you open Self-Service Approval Portal, make sure you have enough users with thecorrect roles (self-service administrator or self-service reviewer).

• View the list of approval and partner usersAs an approval user (self-service administrator or self-service reviewer), you can view thelist of approval users and partner users.

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• Add an approval userAs an approval self-service administrator, you can add an approval user to beavailable to review any request.

• Modify an approval userAs an approval self-service administrator, you can modify the settings for anapproval user.

• Delete an approval userAs an approval self-service administrator, you can delete an approval user.

• Add a partner userAs an approval self-service administrator, you can add a partner user to beavailable to review any request within a partner.

• Modify a partner userAs an approval self-service administrator, you can modify the settings for a partneruser.

• Delete a partner userAs an approval self-service administrator, you can delete a partner user.

View the list of approval and partner usersAs an approval user (self-service administrator or self-service reviewer), you can viewthe list of approval users and partner users.

To review the list of approval and partner users:

• In the navigation menu, select the Reviewers icon or menu name. TheReview Self-Service Approval Reviewers page opens. For example:

Chapter 4Approval users—Prepare to approve requests

4-2

Note:

To customize the information and the format of the information that appears ineither list of reviewers, select the Actions menu above the list, choose theappropriate options, and select Go. To return to the default view select ResetReport or close the selections.

Add an approval userAs an approval self-service administrator, you can add an approval user to be available toreview any request.

To add an approval user:

1. Open the list of users as described in View the list of approval and partner users.

2. In the Review Self-Service Approval Reviewers page in the Approval Reviewerssection, select Create Approval Reviewer. The Maintain Administrator Reviewer dialogbox opens. For example:

3. Provide the following information:

• Reviewer—Required. Select a user. The user must already be an AdministrationPortal or Central Partner Portal user.

• Role—Required. Select Self-Service Administrator or Self-Service Reviewer.

Note:

Only an approval self-service administrator can activate an approvedprovider request.


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• Active—Required. Select the white toggle button to set whether the revieweris Active or Inactive. When Active, the white button appears on the right. WhenInactive, the white button appears on the left.

4. Select Create. The Maintain Administrator Reviewer dialog box closes. The nameof the new approval user appears in the Approval Reviewers section in theReview Self-Service Approval Reviewers page.

Modify an approval userAs an approval self-service administrator, you can modify the settings for an approvaluser.

To modify an approval user:


2. In the first column in the Review Self-Service Approval Reviewers page, in the

Approval Reviewers section, select the Edit icon for the approval revieweryou want to modify. The Maintain Administrator Reviewer dialog box opens. Forexample:

3. Update the following information, as needed:

• Reviewer—Required. Select a user. The user must already be anAdministration Portal or Central Partner Portal user.

• Role—Required. Select Self-Service Administrator or Self-ServiceReviewer.

Note:



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• Active—Required. Select the white toggle button to set whether the reviewer isActive or Inactive. When Active, the white button appears on the right. When Inactive,the white button appears on the left.

4. Select Apply Changes to save any changes. The Maintain Administrator Reviewerdialog box closes.

Delete an approval userAs an approval self-service administrator, you can delete an approval user.

To delete an approval user:



Approval Reviewers section, select the Edit icon for the approval reviewer youwant to delete. The Maintain Administrator Reviewer dialog box opens. For example:

3. Select Delete and then OK to confirm. The Maintain Administrator Reviewer dialog boxcloses and the user's name is removed from the Approval Reviewers section in theReview Self-Service Approval Reviewers page.

Add a partner userAs an approval self-service administrator, you can add a partner user to be available toreview any request within a partner.

To add a partner user:


2. In the Review Self-Service Approval Reviewers page, in the Partner Reviewerssection, select Create Partner Reviewer. The Maintain Partner Reviewer dialog boxopens. For example:


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• Reviewer—Required. Select a partner user. The partner user must already bea Central Partner Portal user for a partner that has self-service enabled. Onlypartner users who are not already assigned as reviewers appear in the list. Ifyou are a partner self-service administrator, only the users associated to yourpartner appear in the list.


Note:


• Partner—Required. Select a partner to associate to the user. If there is morethan one partner the list is limited to partners that the user is assigned to.Approval users can optionally be assigned to any self-service partner. If theyare not assigned to a specific partner they will be able to view all requests.


4. Select Create. The Maintain Partner Reviewer dialog box closes. The name of thenew partner user appears in the Partner Reviewers section in the Review Self-Service Approval Reviewers page.


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Modify a partner userAs an approval self-service administrator, you can modify the settings for a partner user.

To modify a partner user:


2. In the first column in the Review Self-Service Approval Reviewers page, in the Partner

Reviewers section, select the Edit icon for the partner user you want to modify. TheMaintain Partner Reviewer dialog box opens. For example:


• Reviewer—Required. Select a partner user. The partner user must already be aCentral Partner Portal user for a partner that has self-service enabled. Only partnerusers who are not already assigned as reviewers appear in the list. If you are apartner self-service administrator, only the users associated to your partner appear inthe list.

• Role—Required. Select Self-Service Administrator or Self-Service Reviewer.

Note:



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• Partner—Required. Select a partner to associate to the user. The list is limitedto partners that the user is assigned to. Approval users can optionally beassigned to any self-service partner. If they are not assigned to a specificpartner they will be able to view all requests.


4. Select Apply Changes to save any changes. The Maintain Partner Reviewerdialog box closes.

Delete a partner userAs an approval self-service administrator, you can delete a partner user.

To delete a partner user:



Partner Reviewers section, select the Edit icon for the partner user you wantto delete. The Maintain Partner Reviewer dialog box opens. For example:

3. Select Delete and then OK to confirm. The Maintain Partner Reviewer dialog boxcloses and the partner user's name is removed from the Partner Reviewerssection in the Review Self-Service Approval Reviewers page.


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Manage the registrantsApproval users can, depending on their role as a self-service administrator or self-servicereviewer, review the registrants to identify users who are valid, users who may have hadtrouble accessing Self-Service Provider Portal due to, for example, a lost self-service provideremail, or users who are duplicates or are otherwise invalid.

• View the list of registrantsAs an approval user (self-service administrator or self-service reviewer), you can assessthe registrants submitted by Self-Service Provider Portal to identify users who havesubmitted their provider information, who need to have their self-service provider emailre-sent, or who may be duplicates or are otherwise invalid.

• Re-send the Self-Service Provider emailAs an approval user (self-service administrator or self-service reviewer), you can re-sendthe self-service provider email to registrants who are identified as non-respondent if, forexample, they have provided incorrect information or they have lost their self-serviceprovider email.

• Delete a non-respondent registrantAs an approval self-service administrator, you can delete non-respondent registrants whoyou determine are not genuine users because they are duplicates or are otherwiseinvalid.

• View the list of deleted registrantsAs an approval user (self-service administrator or self-service reviewer), you can view thelist of deleted registrants, which is maintained for auditing purposes.

View the list of registrantsAs an approval user (self-service administrator or self-service reviewer), you can assess theregistrants submitted by Self-Service Provider Portal to identify users who have submittedtheir provider information, who need to have their self-service provider email re-sent, or whomay be duplicates or are otherwise invalid.

To view a list of all the registrants submitted by Self-Service Provider Portal:

1. In the navigation menu, select the Registrants icon or menu name. The ReviewRegistrants page opens. For example:


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Note:

To customize the information and the format of the information thatappears on the page, select the Actions menu above the list, choosethe appropriate options, and select Go. To return to the default viewselect Reset Report or close the selections.

2. In the Respondent column, review whether the registrants are shown as aRespondent or Non-Respondent.

• Respondent—Users who have submitted their provider information.

• Non-Respondents—Users who have not submitted their provider information.

3. For a Non-Respondent user, do one of the following:

• If a non-respondent provided incorrect information, or has trouble accessingthe Self-Service Provider Portal, you can re-send their self-service provideremail so that they can re-submit their details as described in Re-send the Self-Service Provider email.

• If you determine that a non-respondent is not a genuine user (they are aduplicate or are invalid for any reason), you can delete them from Self-ServiceApproval Portal as described in Delete a non-respondent registrant.

Re-send the Self-Service Provider emailAs an approval user (self-service administrator or self-service reviewer), you can re-send the self-service provider email to registrants who are identified as non-respondent if, for example, they have provided incorrect information or they have losttheir self-service provider email.

To re-send the Self-Service Provider email to a non-respondent:

1. Open the list of registrants as described in View the list of registrants.


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2. In the first column in the Review Registrants page for the Respondent or Non-Respondent registrant you want to re-send the Self-Service Provider email to, select the

Edit icon . The Maintain Registrant dialog box opens. For example:

3. Select Resend Self-Service Provider Email. The Oracle HPoP Self-Service ProviderPortal re-sends the Self-Service Provider email to the registrant so they can access theOracle HPoP Self-Service Provider Portal or re-enter their provider details, correcting anyerrors.

Delete a non-respondent registrantAs an approval self-service administrator, you can delete non-respondent registrants who youdetermine are not genuine users because they are duplicates or are otherwise invalid.

To delete a non-respondent registrant:


2. In the first column in the Review Registrants page for the Non-Respondent registrant

you want to delete, select the Edit icon . The Maintain Registrant dialog box opens.For example:


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3. Select Delete and then OK to confirm. The Maintain Registrant dialog box closesand the registrant's name is removed from the Review Registrants page.

Note:

To see a list of all the deleted registrants, see View the list of deletedregistrants.

View the list of deleted registrantsAs an approval user (self-service administrator or self-service reviewer), you can viewthe list of deleted registrants, which is maintained for auditing purposes.

To view the list of deleted registrants:


2. In the top right of the Review Registrants page, select Deleted Registrants. TheDeleted Registrants page opens. For example:


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Note:

To customize the information and the format of the information that appears forthe list of deleted registrants, select the Actions menu above the list, choosethe appropriate options, and select Go. To return to the default view selectReset Report or close the selections.

Manage the uploaded documentsAdministrators can upload common and partner documents along with upload instructions,whether they will be automatically uploaded when a new provider record is created, if theyare mandatory, and if they are active.

• View the common and partner documentsAs an approval user (self-service administrator or self-service reviewer), you can view thelist of common and partner documents uploaded by an administrator.

• Add a common documentAs an approval self-service administrator, you can add a common document to be addedwith all new requests.

• Modify the settings for a common documentAs an approval self-service administrator, you can modify the settings for a commondocument that was uploaded by an administrator.

• Disable a common documentAs an approval self-service administrator, you can disable a common document that wasuploaded by an administrator.

• Add a partner documentAs an approval self-service administrator, you can add a partner document to be addedwith all new requests.

• Modify the settings for a partner documentAs an approval self-service administrator, you can modify the settings for a partnerdocument that was uploaded by an administrator or a partner.

• Disable a partner documentAs an approval self-service administrator, you can disable a partner document ifnecessary.

View the common and partner documentsAs an approval user (self-service administrator or self-service reviewer), you can view the listof common and partner documents uploaded by an administrator.

To view the uploaded common and partner documents:

1. In the navigation menu, select the Documents icon or menu name. The ReviewDocumentation page opens. For example:


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Note:

To customize the information and the format of the information thatappears for the list of documents, select the Actions menu above thelist, choose the appropriate options, and select Go. To return to thedefault view select Reset Report or close the selections.

2. Do the following.

• Select Common Documents to view the documents that are the defaults andwill be available for any new request.

• Select Partner Documents to view the documents available for the partnerselected at the top of the Review Documentation page. Partner reviewerssee only the partner documents specified for their partner; they do not see thecommon documents.

Add a common documentAs an approval self-service administrator, you can add a common document to beadded with all new requests.

To add a common document to be included with all new requests:

1. Open the list of documents and select Common Documents as described in Viewthe common and partner documents.

2. At the top right of the Review Documentation page, select Create Document.The Maintain Common Documentation dialog box opens. For example:



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• Name—Required.

• Description

• Upload instructions

• Auto Add—Yes or No. Indicate whether the document will be added when a providerrequest is created. Documents not added automatically can be added manually at alater time. For Yes, select the white toggle button until the white button appears onthe right. For No, select the white toggle button until the white button appears on theleft.

• Mandatory—Yes or No. Indicate whether the document is required. All mandatorydocuments must be set to Yes before they can be submitted. For Yes, select thewhite toggle button until the white button appears on the right. For No, select thewhite toggle button until the white button appears on the left.

4. Select Create. The Maintain Common Documentation dialog box closes and the newdocument appears on the Review Documentation page in the Common Documentslist.

Modify the settings for a common documentAs an approval self-service administrator, you can modify the settings for a commondocument that was uploaded by an administrator.

To modify the settings for a common document:

Note:

You can modify the settings for a common document if you are anadministrator.

1. Open the list of documents and select Common Documents as described in View thecommon and partner documents.

2. In the first column in the Review Documentation page for the document you want to

modify, select the Edit icon . The Maintain Common Documentation dialog boxopens. For example:


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• Description


• Auto Add—Yes or No. Indicate whether the document will be added when aprovider request is created. Documents not added automatically can be addedmanually at a later time. For Yes, select the white toggle button until the whitebutton appears on the right. For No, select the white toggle button until thewhite button appears on the left.

• Mandatory—Yes or No. Indicate whether the document is required. Allmandatory documents must be set to Yes before they can be submitted. ForYes, select the white toggle button until the white button appears on the right.For No, select the white toggle button until the white button appears on theleft.

4. Select Apply Changes to save any changes. The Maintain CommonDocumentation dialog box closes.

Disable a common documentAs an approval self-service administrator, you can disable a common document thatwas uploaded by an administrator.

To disable a common document:

Note:

You can disable a common document if you are an approval administrator.


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1. Open the list of documents and select Common Documents as described in View thecommon and partner documents.


modify, select the Edit icon . The Maintain Common Documentation dialog boxopens. For example:

3. Select Disable to make the document unavailable for use. The Maintain CommonDocumentation dialog box closes.

Add a partner documentAs an approval self-service administrator, you can add a partner document to be added withall new requests.

To add a partner document:

1. Open the list of documents and select Partner Documents as described in View thecommon and partner documents.

2. At the top of the Review Documentation page, in the Partner field, select a partner.

3. At the top right of the Review Documentation page, select Create Document. TheMaintain Partner Documentation dialog box opens. For example:


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• Description


• Auto Add—Yes or No. Indicate whether the document will be added when aprovider request is created for the selected partner. Documents not addedautomatically can be added manually at a later time. For Yes, select the whitetoggle button until the white button appears on the right. For No, select thewhite toggle button until the white button appears on the left.


5. Select Create. The Maintain Partner Documentation dialog box closes and thenew document appears on the Review Documentation page in the PartnerDocumentation list.

Modify the settings for a partner documentAs an approval self-service administrator, you can modify the settings for a partnerdocument that was uploaded by an administrator or a partner.

To modify the settings for a partner document:

1. Open the list of documents and select Partner Documents as described in Viewthe common and partner documents.


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modify, select the Edit icon . The Maintain Partner Documentation dialog box opens.For example:



• Description


• Auto Add—Yes or No. Indicates whether the document will be added when aprovider request is created for the selected partner. Documents not addedautomatically can be added manually at a later time. For Yes, select the white togglebutton until the white button appears on the right. For No, select the white togglebutton until the white button appears on the left.

• Mandatory—Yes or No. Indicates whether the document is required. All mandatorydocuments must be set to Yes before they can be submitted. For Yes, select thewhite toggle button until the white button appears on the right. For No, select thewhite toggle button until the white button appears on the left.

4. Select Apply Changes to save any changes. The Maintain Partner Documentationdialog box closes.

Disable a partner documentAs an approval self-service administrator, you can disable a partner document if necessary.

To disable a partner document:

1. Open the list of documents and select Partner Documents as described in View thecommon and partner documents.


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2. In the first column in the Review Documentation page for the document you want

to disable, select the Edit icon . The Maintain Partner Documentation dialogbox opens. For example:

3. Select Disable to make the document unavailable for use. The Maintain PartnerDocumentation dialog box closes.

Partner users—Prepare to approve requestsBefore approving requests, partner users can, depending on their role as a self-serviceadministrator or self-service reviewer, assess the partner users associated with theirpartners, and review the documents uploaded by administrators for inclusion with eachpartner request.

• Manage your partner usersAdministrators determine whether a partner user must review a request. After youopen Self-Service Approval Portal, make sure you have enough partner users withthe correct roles (self-service administrator or self-service reviewer). You can onlyview the users within your partner.

• Manage the documents for your partnerAs a partner self-service administrator, you can upload documents to be includedin requests for your partner. You can specify upload instructions, whether thedocuments are to be automatically uploaded when a new provider record iscreated, if they are mandatory, and if they are active.

Manage your partner usersAdministrators determine whether a partner user must review a request. After youopen Self-Service Approval Portal, make sure you have enough partner users with the

Chapter 4Partner users—Prepare to approve requests

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correct roles (self-service administrator or self-service reviewer). You can only view the userswithin your partner.

• View the list of partner usersAs a partner user (self-service administrator or self-service reviewer), you can view thelist of reviewers within your partner.

• Add a partner userAs a partner self-service administrator, you can add a partner user to be available toreview any request within a partner.

• Modify a partner userAs a partner self-service administrator, you can modify the settings for a partner user.

• Delete a partner userAs a partner self-service administrator, you can delete a partner user.

View the list of partner usersAs a partner user (self-service administrator or self-service reviewer), you can view the list ofreviewers within your partner.

To review the list of partner users:

• In the navigation menu, select the Reviewers icon or menu name. The Review Self-Service Approval Reviewers page opens. For example:

Note:

To customize the information and the format of the information that appears inthe list of reviewers, select the Actions menu above the list, choose theappropriate options, and select Go. To return to the default view select ResetReport or close the selections

Add a partner userAs a partner self-service administrator, you can add a partner user to be available to reviewany request within a partner.

To add a partner user:

1. Open the list of users as described in View the list of partner users.

2. In the Review Self-Service Approval Reviewers page, on the right select CreatePartner Reviewer. The Maintain Partner Reviewer dialog box opens. For example:


4-21


• Reviewer—Required. Select a partner user. The partner user must already bea Central Partner Portal user for a partner that has self-service enabled. Onlypartner users who are not already assigned as reviewers appear in the list. Ifyou are a partner self-service administrator, only the users associated to yourpartner appear in the list.


Note:


• Partner—Required. Select a partner associated to the user. If there is morethan one partner the list is limited to partners that the user is assigned to.Approval users can optionally be assigned to any self-service partner. If theyare not assigned to a specific partner they will be able to view all requests.

Note:

Only users not already assigned as reviewers appear in the list. If youare a partner self-service administrator, only the users associated to yourpartner appear in the list.


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• Active—Required. Select the white toggle button to set whether the reviewer isActive or Inactive. When Active, the white button appears on the right. When Inactive,the white button appears on the left.

4. Select Create. The Maintain Partner Reviewer dialog box closes. The name for the newreviewer appears in the Review Self-Service Approval Reviewers page.

Modify a partner userAs a partner self-service administrator, you can modify the settings for a partner user.

To modify a partner user:


2. In the first column in the Review Self-Service Approval Reviewers page, select the

Edit icon for the partner reviewer you want to modify. The Maintain PartnerReviewer dialog box opens. For example:


• Reviewer—Select a partner user. The partner user must already be a CentralPartner Portal user for a partner that has self-service enabled. Only partner userswho are not already assigned as reviewers appear in the list. If you are a partner self-service administrator, only the users associated to your partner appear in the list.

• Role—Select Self-Service Administrator or Self-Service Reviewer.


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Note:


.

• Partner—Select a partner to associate to the user. The list is limited topartners that the user is assigned to. Approval users can optionally beassigned to any self-service partner. If they are not assigned to a specificpartner they will be able to view all requests.

• Active—Select the white toggle button to set whether the reviewer is Active orInactive. When Active, the white button appears on the right. When Inactive,the white button appears on the left.


• Select Apply Changes to save any changes. The Maintain Partner Reviewerdialog box closes.

• Select Cancel to close the Maintain Partner Reviewer dialog box withoutsaving any changes.

Delete a partner userAs a partner self-service administrator, you can delete a partner user.

To delete a partner user:


2. In the first column in the Review Self-Service Approval Reviewers page, select

the Edit icon for the partner reviewer you want to delete. The MaintainPartner Reviewer dialog box opens. For example:


4-24

3. Select Delete and then OK to confirm. The Maintain Partner Reviewer dialog box closesand the partner user's name is removed from the Review Self-Service ApprovalReviewers page.

Manage the documents for your partnerAs a partner self-service administrator, you can upload documents to be included in requestsfor your partner. You can specify upload instructions, whether the documents are to beautomatically uploaded when a new provider record is created, if they are mandatory, and ifthey are active.

• View your partner documentsAs a partner user (self-service administrator or self-service reviewer), you can view thelist of documents to be included in requests for your partner.

• Add a document for your partnerAs a partner self-service administrator, you can add a partner document to be added withall new requests.

• Modify the settings for your partner documentAs a partner self-service administrator, you can modify the settings for a partnerdocument.

• Disable your partner documentAs a partner self-service administrator, you can disable a partner document.


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View your partner documentsAs a partner user (self-service administrator or self-service reviewer), you can view thelist of documents to be included in requests for your partner.

To view the partner documents:

• In the navigation menu, select the Documents icon or menu name. TheReview Documentation page opens. For example:

Note:

To customize the information and the format of the information thatappears for the list of documents, select the Actions menu above thelist, choose the appropriate options, and select Go. To return to thedefault view select Reset Report or close the selections.

Add a document for your partnerAs a partner self-service administrator, you can add a partner document to be addedwith all new requests.

To add a partner document:

1. Open the list of partner documents as described in View your partner documents.

2. At the top right of the Review Documentation page, select Create Document.The Maintain Partner Documentation dialog box opens. For example:


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• Description


• Auto Add—Yes or No. Indicate whether the document will be added when a providerrequest is created for your partner. Documents not added automatically can beadded manually at a later time. For Yes, select the white toggle button until the whitebutton appears on the right. For No, select the white toggle button until the whitebutton appears on the left.

• Mandatory—Yes or No. Indicate whether the document is required. All mandatorydocuments must be set to Yes before they can be submitted. For Yes, select thewhite toggle button until the white button appears on the right. For No, select thewhite toggle button until the white button appears on the left.

4. Select Create. The Maintain Partner Documentation dialog box closes and the newdocument appears on the Review Documentation page.

Modify the settings for your partner documentAs a partner self-service administrator, you can modify the settings for a partner document.

To modify the settings for a partner document:



modify, select the Edit icon . The Maintain Partner Documentation dialog box opens.For example:


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• Description


• Auto Add—Yes or No. Indicate whether the document will be added when aprovider request is created for your partner. Documents not addedautomatically can be added manually at a later time. For Yes, select the whitetoggle button until the white button appears on the right. For No, select thewhite toggle button until the white button appears on the left.


4. Select Apply Changes to save any changes. The Maintain PartnerDocumentation dialog box closes.

Disable your partner documentAs a partner self-service administrator, you can disable a partner document.

To disable a partner document:


2. In the first column in the Review Documentation page for the document you want

to modify, select the Edit icon . The Maintain Partner Documentation dialogbox opens. For example:


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3. Select Disable to make the document unavailable for use. The Maintain PartnerDocumentation dialog box closes.


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5Approve requests

For each request submitted by Self-Service Provider Portal, there are a series of actions andreviews that you use to verify the request details before you approve and activate therequest. The actions and reviews available to you depend on your role and the status of therequest.

• Approval processTo approve a request you perform a series of actions and reviews on the informationsubmitted with the request.

• View the list of requests submitted for approvalAs an approval or partner user, you can view a list of all the requests submitted forapproval by Self-Service Provider Portal. For each request, Self-Service Approval Portalprovides many details about the request and its status.

• Open a requestAs an approval or partner user, you can open a request to view and edit the informationprovided by the requestor, and initiate the actions and reviews required to approve andactivate the request. If your role allows it, you can modify the associated provider detailsand documentation.

• Perform the actions required for approvalThe approval process requires that you perform a series of actions on the informationsubmitted by Self-Service Provider Portal. The actions are dependent on whether you arean approval or partner user.

• Perform the reviews required for approvalThe approval process requires that you perform a series of reviews on the informationsubmitted by Self-Service Provider Portal. The reviews are the same regardless of yourrole as an approval user (self-service administrator or self-service reviewer) or partneruser (self-service administrator or self-service reviewer).

Approval processTo approve a request you perform a series of actions and reviews on the informationsubmitted with the request.

To approve a request:

• Open the request—Open a request to view the request details, which include theactions and reviews available to perform on the request, the information submitted bySelf-Service Provider Portal, and access to details on the self-service provider. For moreinformation, see Open a request and Request details.

• Perform the actions required for approval—You must perform a series of actions onthe information submitted in the request. The actions available to you depend on yourrole as an approval user (self-service administrator or self-service reviewer) or partneruser (self-service administrator or self-service reviewer).If you are an approval user, you can:

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– Approve a request with the Approval wizard that guides you through therequired actions and reviews to help you approve a request as quickly aspossible. For more information, see Approval users—Approve a request withthe wizard.

– Perform the actions required for approval manually, one at a time. For moreinformation, see Approval users—Approval actions.

If you are a partner user, you can:

– Perform the actions required for approval manually, one at a time. For moreinformation, see Partner users—Approval actions.

• Perform the reviews required for approval—You must perform a series ofreviews on the HPoP data and documentation submitted with the request. Thereviews are the same regardless of your role as an approval user (self-serviceadministrator or self-service reviewer) or partner user (self-service administrator orself-service reviewer). For more information, see Perform the reviews required forapproval.

Note:

After a request is approved and activated, you can you can no longerchange it. You can, however, continue to view the request details, asneeded.

View the list of requests submitted for approvalAs an approval or partner user, you can view a list of all the requests submitted forapproval by Self-Service Provider Portal. For each request, Self-Service ApprovalPortal provides many details about the request and its status.

To view the list of requests submitted for approval:

• In the navigation menu, select the Requests icon or menu name. TheReview Requests page opens. For example:

Chapter 5View the list of requests submitted for approval

5-2

Note:

To customize the information and the format of the information that appears onthe page, select the Actions menu above the list, choose the appropriateoptions, and select Go. To return to the default view select Reset Report orclose the selections.

• Approval users—View the Requested Self-Service ProvidersAs an approval user, you can view the list of all the Requested Self-Service Providers.

• Approval users—View the Deleted Self-Service ProvidersAs an approval user, you can view a list of Deleted Self-Service Providers, which ismaintained for auditing purposes.

Approval users—View the Requested Self-Service ProvidersAs an approval user, you can view the list of all the Requested Self-Service Providers.

To view the list of Requested Self-Service Providers:

1. Open the list of requests as described in View the list of requests submitted for approval.

2. In the Review Requests page, on the right, select Requested Providers. TheRequested Self-Service Providers page opens. For example:

Note:

To customize the information and the format of the information that appears onthe page, select the Actions drop-down list, choose the appropriate options,and select Go. To return to the default view, select Reset Report or close theselections.

3. Select Return to exit the page and return to the Review Requests page.

Approval users—View the Deleted Self-Service ProvidersAs an approval user, you can view a list of Deleted Self-Service Providers, which ismaintained for auditing purposes.

To view the list of Deleted Self-Service Providers:

1. Open the list of requests as described in View the list of requests submitted for approval.

2. In the Review Requests page, on the right, select Deleted Providers. The Deleted Self-Service Providers page opens. For example:

Chapter 5View the list of requests submitted for approval

5-3

Note:

To customize the information and the format of the information thatappears on the page, select the Actions drop-down list, choose theappropriate options, and select Go. To return to the default view selectReset Report or close the selections.

3. Select Return to exit the page and return to the Review Requests page.

Open a requestAs an approval or partner user, you can open a request to view and edit theinformation provided by the requestor, and initiate the actions and reviews required toapprove and activate the request. If your role allows it, you can modify the associatedprovider details and documentation.

To open a request:

1. Open the list of requests, as described in View the list of requests submitted forapproval.

2. In the Review Requests page, in the first column, select the Edit icon for therequest you want to open. The Review Self-Service Provider - [Provider Name]page opens. For example:

Note:

For descriptions of the information on the Review Self-Service Provider -[Provider Name] page, see Request details.

Chapter 5Open a request

5-4

Note:

The Actions and Reviews buttons that appear on this page depend on your roleand the status of the request. If you are an approval user, see Approval users—Actions available for a request. If you are a partner reviewer, see Partner users—Actions available for a request

3. Perform the actions required for approval.

• If you are an approval user, decide whether to approve the request using theApproval Portal wizard or manually. For more information, see Approval users—Approve a request with the wizard or Approval users—Approval actions.

• If you are a partner user, you can perform the approval actions available to youmanually. The wizard is not available. For more information, see Partner users—Approval actions.

4. Perform the reviews required for approval.

• The reviews are the same regardless of your role. For more information, see Performthe reviews required for approval.

5. Select one of the section display selectors if you want to view only one of the sectionswith the provider information and hide the others. For more information, see Approval andpartner users—Section display selectors for the request details.

6. Select Return in the upper right of the page to return to the list of requests on theReview Requests page.

Note:

If you are an approval user and you need to make any edits to the Self-ServiceProvider Details, Primary Contact (Requestor) Details, or Receiving Hours, see View and modify the provider details. If you need to add a document for theprovider, see Add a document for a provider.

• Request detailsThe request details page provides the menus and buttons for initiating the actions andreviews required to approve the request, the status change history for the request, and


5-5

sections with the provider information entered in Self-Service Provider Portal whenthe request was created.

• View and modify the provider detailsAn approval user or partner user can review and, if necessary and your role allowsit, modify the self-service provider details, primary contact information, andreceiving hours entered for a request to correct any minor mistakes, such astypos, an incorrect address or telephone number.

• Add a document for a providerAn approval user or partner user can add a document for a provider that was notuploaded with the request.

Request detailsThe request details page provides the menus and buttons for initiating the actions andreviews required to approve the request, the status change history for the request, andsections with the provider information entered in Self-Service Provider Portal when therequest was created.

• Actions menu—The actions available depend on your role.

– If you are an approval user, see Approval users—Actions available for arequest.

– If you are a partner user, see Partner users—Actions available for a request.

• Reviews menu—The reviews available are the same regardless of your role. Formore information see Approval and partner users—Reviews available for arequest.

• Section display selectors—Use to view all or only one of the sections with theprovider information. For more information, see Approval and partner users—Section display selectors for the request details.

• Information entered in the Self-Service Provider Portal when the request wascreated:

– Provider Information

– Primary Contact (Requestor) Details

– Receiving Hours

– Documentation

• Approval users—Actions available for a requestAs an approval user, for each request you can view and edit the informationentered in Self-Service Provider Portal, and from the request details page you caninitiate the actions required to approve and activate the request.

• Partner users—Actions available for a requestAs a partner user, for each request, you can view and edit the information enteredin Self-Service Provider Portal, and from the request details page you can initiatethe On Hold, Approval, and Reject actions that are part of the approval process.

• Approval and partner users—Reviews available for a requestFor each request, you can view and edit the information entered in Self-ServiceProvider Portal, and from the request details page you can initiate the reviewsrequired to approve and activate the request.


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• Approval and partner users—Section display selectors for the request detailsIn the details page for every request, you can use a section display selector to view all oronly one of the sections with the provider information entered in Self-Service ProviderPortal (Self-Service Provider Details, Primary Contact (Requestor) Details, ReceivingHours, and Documentation) when the request was created.

Approval users—Actions available for a requestAs an approval user, for each request you can view and edit the information entered in Self-Service Provider Portal, and from the request details page you can initiate the actionsrequired to approve and activate the request.

The following table describes the actions that as an approval user are available to you on theReview Self-Service Provider - [Provider Name] page for every request, and provides linksto the associated topics in this guide.

Note:

The items in the table may not always be available for every request. Your role andthe status of the request determines which actions are available. If you're a partneruser, see Partner users—Actions available for a request.

Item Description Details

Actions menu Displays the buttons to initiate theactions available for the request:Process, Assign, Partner Review, OnHold, Approve, Activate, and Reject.Only the buttons for the actions you canperform on the request appear on thepage.

A green check mark ( )indicates the action task is

complete. A red X ( )indicates the action has not beenperformed successfully. If neithericon appears, the action has notbeen started.

Process button

Opens the Approval Portal wizard. TheProcess button only appears one time,and only if no actions or reviews havebeen started.

See Open the wizard.

Assign button

Use to assign or modify the assignmentof a provider to a Central Partner.

See Assign a Provider to aCentral Partner.

Partner Review button

Use to have the selected partner reviewthe request before it is approved andactivated.

See Send a request for PartnerReview.


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On Hold button

Use to put a request on hold if, forexample, there will be a delay inprocessing by the provider.

See Put a request on hold.

Approve button

Use to approve a request after all theinformation in the request is successfullyreviewed and verified.

See Approve a request.

Activate button

Use to activate requests that areapproved.

The Activate button is only availableto Approval administrators.

See Activate a request.

Reject button

Use to reject or delete a request if it isinvalid for any reason, the requestor isnot responding, the request is aduplicate of an existing provider, or thereis incomplete documentation.

See Reject or delete a request.

Partner users—Actions available for a requestAs a partner user, for each request, you can view and edit the information entered inSelf-Service Provider Portal, and from the request details page you can initiate the OnHold, Approval, and Reject actions that are part of the approval process.

The following table describes the actions that as a partner user are available to you onthe Review Self-Service Provider - [Provider Name] page for every request, andprovides links to the associated topics in this guide.

Note:

The items in the table may not always be available for every request. Yourrole and the status of the request determines which actions are available. Ifyou're an approval user, see Approval users—Actions available for arequest.


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Actions menu Displays the buttons to initiate theactions available for the request: OnHold, Approve, and Reject.Only the buttons for the actions you canperform on the request appear on thepage.


complete. A red X ( )indicates the action has not beenperformed successfully. If neithericon appears, the action has notbeen started.

On Hold button

Use to put a request on hold if, forexample, there will be a delay inprocessing by the provider.

See Put a request for yourpartner on hold.

Approve button

Use to approve a request after all theinformation in the request is successfullyreviewed and verified.

See Approve a request for yourpartner.

Reject button

Use to reject or delete a request if it isinvalid for any reason, the requestor isnot responding, the request is aduplicate of an existing provider, or thereis incomplete documentation.

See Reject or delete a requestfor your partner.

Approval and partner users—Reviews available for a requestFor each request, you can view and edit the information entered in Self-Service ProviderPortal, and from the request details page you can initiate the reviews required to approve andactivate the request.

The following table describes the reviews that as an approval or partner user are available toyou on the Review Self-Service Provider - [Provider Name] page for every request, andprovides links to the associated topics in this guide.

Note:

The items in the table may not always be available for every request. Your role andthe status of the request determines which actions are available.


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Reviews menu Displays the buttons to initiate thereviews available for the request:HPoP Address, HPoP Contact, andDocumentation. The reviews can beperformed in any order.Only the buttons for the reviews youcan perform on the request appear onthe page.


complete. A red X ( )indicates the action has notbeen performed successfully.If neither icon appears, thereview has not been started.

HPoP Address button

Use to review the HPoP provideraddresses uploaded by anadministrator against the providerinformation in the request.

See Review the HPoPProvider Addresses.

HPoP Contact button

Use to review the HPoP providercontacts uploaded by an administratoragainst the provider information in therequest.

See Review the HPoPProvider Contacts.

Documentation button

Use to review the common andpartner documentation uploaded forthe request.

See Review the completeddocumentation.

Approval and partner users—Section display selectors for the request detailsIn the details page for every request, you can use a section display selector to view allor only one of the sections with the provider information entered in Self-ServiceProvider Portal (Self-Service Provider Details, Primary Contact (Requestor) Details,Receiving Hours, and Documentation) when the request was created.

The following table describes the section display selectors that are available on theReview Self-Service Provider - [Provider Name] page for every request, andprovides links to the associated topics in this guide.


Section displayselector buttons

Select a button to view only theassociated section and to hide theother sections: Show All, StatusUpdates, Self-Service ProviderDetails, Primary Contact (Requestor)Details, Receiving Hours,Documentation.

These buttons appear only onthe details page for a request.See Open a request.


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Show All Select if you want all the statussections to appear on the page(default).

See Open a request.

Status Updates Select to display only the StatusUpdates section, which provides asummary of all the status changes forthe request.

See View the request, review,and documentation statuscodes and descriptions.

Provider Information Select to display only the ProviderInformation section.

See View and modify theprovider details.

Primary Contact(Requestor) Details

Select to display only the PrimaryContact (Requestor) Detailssection.


Receiving Hours Select to display only the ReceivingHours section, which shows thehours you want to receive deliveriesfor each day of the week.


Documentation Select to display only theDocumentation section. You can adda document that was not uploadedwith the request.

See Review CompletedDocumentation.

View and modify the provider detailsAn approval user or partner user can review and, if necessary and your role allows it, modifythe self-service provider details, primary contact information, and receiving hours entered fora request to correct any minor mistakes, such as typos, an incorrect address or telephonenumber.

To view and modify the provider details:

1. Open a request submitted for approval as described in Open a request.

2. In the Review Self-Service Provider - [Provider Name] page, on the right side of theProvider Information section, select Edit Provider Details. The Maintain Self-ServiceProvider Detail dialog box opens. By default, the Show All tab is selected. For example:

• The Maintain Self-Service Provider Detail dialog box includes sections on theProvider Details, Primary Contact (Requestor) Details, and Receiving Hours.Scroll down to view all the sections.

• Required fields appear with a red upper-left corner.

3. Select the Provider Details tab to show only the Provider Details section. For example:


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a. Review and update the provider information as needed.

b. Scroll down and select Apply Changes.

4. Select the Primary Contact (Requestor) Details tab to show only the PrimaryContact (Requestor) Details section. For example:

a. Review and update the primary contact information as needed.

b. Select Primary Contact is Correct.

c. Select Apply Changes.

5. Select the Receiving Hours tab to show only the Receiving Hours section. Forexample:


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a. Review the details and if necessary modify the hours you want to receive deliveriesfor each day of the week.

• If your location is open 24 hours, click within the 24 Hours column for each day,and select the check box. If you select the check box, the From 1 and To 1 hoursupdate to 12:00 AM.

• If your location isn't open 24 hours click in the From 1 column and enter theopening time. Then, click in the To 1 column and enter the closing time. Use theFrom 2 and To 2 columns if the store has separate opening periods. (Forexample, if the pharmacy closes for lunch and reopens later in the day, the To 1column may show as 12:00 PM and the From 2 column may show as 1:00 PMwith a To 2 time of 7:00 PM.).

b. Select Address/Receiving Hours are Correct.

c. Select Apply Changes.

Add a document for a providerAn approval user or partner user can add a document for a provider that was not uploadedwith the request.

To add a document for a provider:

1. Open a request submitted for approval as described in Open a request.

2. In the Review Self-Service Provider - [Provider Name] page, in the Documentationsection, select Create Documentation. The Maintain Documentation dialog box opens.For example:



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• Select Partner Document

• Name

• Mandatory—Yes or No. Indicates whether the document is required. WhenYes, the white button appears on the right. When No, the white button appearson the left. All mandatory documents must be set to Yes before they can besubmitted.

• Description


4. Select Request. The Maintain Documentation dialog box closes, and the SendDocumentation Notification button appears in the Documentation section onthe Review Self-Service Provider - [Provider Name] page. For example:

5. Select Send Documentation Notification. An email is sent to the requestor tonotify them that documentation has been requested for the self-service provider.

Perform the actions required for approvalThe approval process requires that you perform a series of actions on the informationsubmitted by Self-Service Provider Portal. The actions are dependent on whether youare an approval or partner user.

The actions available to you depend on your role.

• If you are an approval user, you can use the Approval Portal wizard to help guideyou through the actions and reviews required to approve a request as quickly aspossible.

• If you are an approval user, the following actions are available for all requests:Process, Assign, Partner Review, On Hold, Approve, Activate, and Reject. Fordescriptions of each action, see Approval users—Actions available for a request

• If you are a partner user, the following actions are available for the requestsassociated with your provider: On Hold, Approve, and Reject. For descriptions ofeach action, see Partner users—Actions available for a request

• Approval users—Approve a request with the wizardAs an approval user, you can use the Approval Portal wizard to help guide youthrough the actions and reviews required to approve a request as quickly aspossible.

• Approval users—Approval actionsAs an approval user (administrator or reviewer), you can perform the requiredapproval actions on any request.

• Partner users—Approval actionsAs a partner user (administrator or reviewer), you can perform the On Hold,Approve, and Reject actions on the requests associated with your partner.

Chapter 5Perform the actions required for approval

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Approval users—Approve a request with the wizardAs an approval user, you can use the Approval Portal wizard to help guide you through theactions and reviews required to approve a request as quickly as possible.

Note:

The wizard is only available before any actions or reviews are started on a providerrequest.

To use the wizard, see Approval users—Approve a request with the wizard.

• You can complete all the tasks in the wizard at one time, or you can choose to exit thewizard without completing the approval process.

• After you run the wizard, or if you choose to exit the wizard without completing theapproval process, you can review and if necessary complete any remaining actions andreviews at a later time, as described in Approval users—Approval actions and Performthe reviews required for approval.

• Open the wizardAs an approval user, the wizard guides you through the tasks for reviewing, approving,and activating requests. The wizard is only available before any actions or reviews arestarted on the provider request.

• Assign PartnerAs an approval user, you can use the wizard to assign a Self-Service Provider to aCentral Partner so that reviewers associated with that provider can review the associatedrequest details.

• Review HPoP Provider MatchesAs an approval user, you can use the wizard to review the HPoP Provider Addressesagainst the provider information in the request. You should not find a match with theHPoP Provider Addresses.

• Review HPoP Contact MatchesAs an approval user, you can use the wizard to review the HPoP Provider Contactsagainst the provider information in the request. You should not find a match with theHPoP Provider Contacts.

• Review Receiving HoursAs an approval user, you can use the wizard to review and confirm the days andbusiness hours when deliveries will be accepted.

• Review Completed DocumentationAs an approval user, you can use the wizard to review the documents that were uploadedby an administrator or partner.

• Complete ProcessingAs an approval user, you can use the wizard to complete the request approval processingby choosing to assign the request to a partner for further review, approving, activating, orrejecting the request. You can also exit the wizard without completing the approvalprocess.


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Open the wizardAs an approval user, the wizard guides you through the tasks for reviewing, approving,and activating requests. The wizard is only available before any actions or reviews arestarted on the provider request.

Note:

The Approval wizard is available for approval users only.

To open the wizard:

1. Open the request you want to approve with the wizard, as described in Open arequest.

2. On the Review Self-Service Provider - [Provider Name] page, select Process.The wizard opens with a progress bar across the top. For example:

Note:

The Process button only appears on the page if none of the approvalactions or reviews have been started for the request. If the Processbutton doesn't appear, complete the request approval manually asdescribed in Approval users—Approval actions.

3. To continue in the wizard, see Assign Partner.

Note:

To leave the wizard without completing all the steps select Exit. You cancomplete the request approval manually as described in Approval users—Approval actions.

Assign PartnerAs an approval user, you can use the wizard to assign a Self-Service Provider to aCentral Partner so that reviewers associated with that provider can review theassociated request details.

To assign a provider to a Central Partner:

1. In the Self-Service Provider Details section, review the details entered by therequestor. Required fields appear with a red upper-left corner. For example:


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Note:

If you need to edit any of the information in the Self-Service Provider Detailssection, select Exit to leave the wizard and follow the instructions in Assign aProvider to a Central Partner

2. Scroll to the Actions section. For example:


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3. In the required Assigned Partner drop-down list, select the partner to assign tothis Self-Service Provider. There is typically one partner per state.

4. In the Assigned Provider Group drop-down list, select a provider group ifavailable. There may be groups within a partner.

5. In the required Modules field, select or deselect Vaccine, Therapeutic,Diagnostic, or any combination of the modules. Only the modules associated withthe request appear.

Note:

The Vaccine and Therapeutic modules and their associated informationare not shown in the example of the Actions section in step 2.

• When you select the Therapeutic module, the following additional optionsdisplay:

– Therapeutic Categories—Required. Select Monoclonal Antibody,Monoclonal Antibody Special, Antiviral, Antiviral Special, or anycombination of the options.

– Programs—Select the program(s) for the therapeutics.

• When you select the Diagnostic module, the following additional optionsdisplay:

– Diagnostic Categories—Required. Select Test Kits, PersonalProtective Equipment, Point of Care, or any combination of the options.

– Programs—Select the program(s) for the diagnostics.

6. In the required Justification field, enter a description that describes your review ofthe entries on this page. You can enter text, or select the quick pick link (forexample, Assigned Partner verified, Assigned NEW Partner, Assigned Group).

7. Select Assign.


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Note:

To continue in the wizard, see Review HPoP Provider Matches. To leave thewizard select Exit.

Review HPoP Provider MatchesAs an approval user, you can use the wizard to review the HPoP Provider Addresses againstthe provider information in the request. You should not find a match with the HPoP ProviderAddresses.

To check for a match between the HPoP Provider Addresses uploaded by and administratorand the provider information in the request:

1. In the Self-Service Provider Details section, review the details entered by the requestor.Required fields appear with a red upper-left corner. For example:


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Note:

If you need to edit any of the information in the Self-Service ProviderDetails section, select Exit to leave the wizard and follow theinstructions in Review the HPoP Provider Addresses.

2. Compare the details in the Self-Service Provider Details section with theinformation in the Potential Matches with HPoP Provider Address section.

Possible address matches appear in the Potential Matches with HPoP ProviderAddress section.

Note:

You should not find a match with the HPoP Provider Addresses.


4. In the required Verified Address field, select one of the following options:

• Address is verified

• Address is NOT verified

5. In the required Justification field, enter a description that describes your review ofthe entries on this page. You can enter text, or select the quick pick link (forexample, Possible HPoP Provider Address match record found, Reviewed againstHPoP Provider Addresses).


• Select Possible Match if one of the HPoP Provider Addresses may be amatch.

• Select Reviewed if none of the HPoP Provider Addresses are a match or alikely a match, or if there are no records.

Note:

To continue in the wizard, see Review HPoP Contact Matches. To leavethe wizard select Exit.


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Review HPoP Contact MatchesAs an approval user, you can use the wizard to review the HPoP Provider Contacts againstthe provider information in the request. You should not find a match with the HPoP ProviderContacts.

To check for a match between the HPoP Provider Contacts uploaded by an administrator andthe provider information in the request:

1. In the HPoP Contact Details section, review the details entered by the requestor.Required fields appear with a red upper-left corner. For example:

Note:

If you need to edit any of the information in the HPoP Contact Details section,select Exit to leave the wizard and follow the instructions in Review the HPoPProvider Contacts.

2. Compare the details in the HPoP Contact Details section with the information in thePotential Matches with HPoP Contacts section. For example:


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Possible contact matches appear in the Potential Matches with HPoP Contactssection.

Note:

You should not find a match with the HPoP Provider Contacts.


4. In the required Contact Verified field, select one of the following options:

• Primary Contact is Correct

• Primary Contact is NOT Correct

5. In the required Justification field, enter a description that describes your review ofthe entries on this page. You can enter text, or select the quick pick link (forexample, Possible HPoP Contact match record found, Reviewed against HPoPContacts).


• Select Possible Match if one of the HPoP Provider Contacts may be a match.

• Select Reviewed if none of the HPoP Provider Contacts are a match or alikely a match, or if there are no records.


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Note:

To continue in the wizard, see Review Receiving Hours. To leave the wizardselect Exit.

Review Receiving HoursAs an approval user, you can use the wizard to review and confirm the days and businesshours when deliveries will be accepted.

To review the days and hours for receiving deliveries:

1. In the table, review the details entered by the requestor. For example:

Note:

If you need to edit the receiving hours, select Exit to leave the wizard andfollow the instructions in View and modify the provider details.


3. In the required Verify Receiving Address and Hours field, select one of the followingoptions:

• Receiving Hours are Correct


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• Receiving Hours are NOT Correct

4. In the required Justification field, enter a description of your review of the entrieson this page. You can enter text, or select the quick pick link (for example,Receiving hours reviewed).

5. Select Reviewed.

Note:

To continue in the wizard, see Review Completed Documentation. Toleave the wizard select Exit.

Review Completed DocumentationAs an approval user, you can use the wizard to review the documents that wereuploaded by an administrator or partner.

To review the documentation:

1. In the Included Documentation section, review the documents uploaded by therequestor and the status for each. For example:

2. To filter the list of documents, select the Actions drop-down list, choose theappropriate options, and select Go.

3. To view the document details, select a status in the Action column in the table,(for example, Review). The Maintain Documentation dialog box opens. Forexample:


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4. In the Review Document section, review the information in the Name, Mandatory, andDocument Filename fields, and then do the following:

• Select Download to download and view the document, if needed.

• In the required Justification field, enter a description of your review of the entries onthis page. You can enter text, or select the quick pick link (for example, Not alldocuments approved, All documents uploaded and approved, Documents alreadyprovided). If you approved a previous request and already provided the documentsby working directly with an approved partner, you do not need to provide therequested documents a second time.

• Select Reject if you do not approve the document. The Maintain Documentationdialog box closes.

• Select Approve if you approve the document. The Maintain Documentation dialogbox closes.

5. Repeat steps 2 through 4 for each document.


7. In the required Justification field, enter a description that describes your review of theentries on this page. You can enter text, or select the quick pick link (for example, Not alldocuments approved, All documents uploaded and approved, Documents alreadyprovided). If you approved a previous request and already provided the documents byworking directly with an approved partner, you do not need to provide the requesteddocuments a second time.


• Select Documentation Incomplete if there are missing documents, there aredocuments that are not approved, or documentation is required but no recordsappear in the page.

• Select Reviewed if all of the documents are reviewed, or if documentation is notrequired.


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Note:

To continue in the wizard, see Complete Processing. To leave the wizardselect Exit.

Complete ProcessingAs an approval user, you can use the wizard to complete the request approvalprocessing by choosing to assign the request to a partner for further review, approving,activating, or rejecting the request. You can also exit the wizard without completing theapproval process.

To complete the request approval processing with the wizard:

1. Review the information in the Next Steps section. For example:

2. In the Self-Service Provider Details section, review the details entered by therequestor. Required fields appear with a red upper-left corner. For example:


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Note:

If you need to edit any of the information in the Self-Service Provider Detailssection, select Exit to leave the wizard and follow the instructions in View andmodify the provider details.

3. In the Status Updates, Reviews, and Verifications sections, review the summary of theactions and reviews for the request. For example:


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Note:

For descriptions of the statuses that appear in the tables, see View therequest, review, and documentation status codes and descriptions.


5. In the required Justification field, enter a description of your review of the entrieson this page. You can enter text, or select the quick pick link (for example, Partnerreview required, Provider review complete).

6. Complete the processing by doing one of the following:

• Select Partner Review if you want the selected partner to review the requestbefore it is approved and activated. The partners associated with the requestwill now be able to see the request.

Note:

An email is sent to all reviewers associated to the partner for reviewof the Self-Service Provider request.


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• Select Approve if all the information in the request has been successfully reviewedand verified. After you approve the request it can be activated by an approval self-service administrator.

• Select Activate to make the provider active in Provider Portal. An email is sent to therequestor. The requestor can then log in to Provider Portal to order COVID-19vaccines, therapeutics, and diagnostics.

– After you activate a request, you can no longer change it. You can, however,continue to view the request details, as needed, as described in Open a request.An email is sent to the requestor. The requestor can then log in to Provider Portalto order COVID-19 vaccines, therapeutics, and diagnostics.

Note:

The Activate option is only available to approval self-service administratorsfor approved requests. An approval self-service administrator can,however, activate any request, not only those that are approved.

• Select Reject if the request is invalid for any reason, the requestor is not responding,the request is a duplicate of an existing provider, or there is incompletedocumentation. The request status changes, but the request is not removed fromSelf-Service Approval Portal.

Note:

An email is sent to the requestor. When the requestor logs in to ProviderPortal they will see the justification for the rejection. If you want to deletethe request, select Exit and follow the instructions in Reject or delete arequest.

• Select Complete Processing to exit the wizard without completing the approvalprocess. The wizard closes and the Review Self-Service Provider - [ProviderName] page for the request opens.

Note:

You can view and modify the request details, and complete the approval forthe request at a later time, as described in Approval users—Approvalactions.

Approval users—Approval actionsAs an approval user (administrator or reviewer), you can perform the required approvalactions on any request.

You can perform the following actions on any request, in any order and at any time: Process,Assign, Partner Review, On Hold, Approve, Activate, and Reject. For details on each action,see Approval users—Actions available for a request.


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• Assign a Provider to a Central PartnerAs an approval user, you can assign or modify the assignment of a Provider to aCentral Partner so that reviewers associated with that provider can review theassociated request details. You can only choose a Self-Service Partner.

• Send a request for Partner ReviewAs an approval user, you can choose to have a partner review the request before itis approved and activated.

• Put a request on holdAs an approval user, you can put any request on hold if, for example, there will bea delay in processing by the provider.

• Approve a requestAs an approval user, you can approve any request after all the information in therequest is successfully reviewed and verified. An approved request can beactivated by an approval administrator.

• Activate a requestAs an approval self-service administrator, you can activate any request. After arequest is activated, approval or partner users can no longer change it. They can,however, continue to view the request details, as needed.

• Reject or delete a requestAs an approval user, you can reject or delete any request if it is invalid for anyreason, the requestor is not responding, the request is a duplicate of an existingprovider, or there is incomplete documentation.

Assign a Provider to a Central PartnerAs an approval user, you can assign or modify the assignment of a Provider to aCentral Partner so that reviewers associated with that provider can review theassociated request details. You can only choose a Self-Service Partner.

To assign or modify the assignment of a Provider to a Central Partner:

Note:

You can perform this action if you are an approval administrator or anapproval reviewer.

1. Open the details for a request as described in Open a request.

2. In the Review Self-Service Provider - [Provider Name] page, in the Actionssection, select Assign. The Process Provider dialog box opens. For example:


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3. In the Self-Service Provider Details section, review and if necessary modify any detailsentered by the requestor. Required fields appear with a red upper-left corner.

4. Scroll to and review the information in the Status Updates section. For example:

Note:

For descriptions of the statuses that appear in the page, see View the request,review, and documentation status codes and descriptions.



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6. In the required Assigned Partner drop-down list, select or change the partner toassign to this Self-Service Provider. There is typically one partner per state. If youchange the partner, the reviewers assigned to the existing partner will no longersee this provider request. Also, the documents associated with the provider maybe changed. The request is added for the newly selected partner.

7. In the Provider Group drop-down list, select or change a provider group ifavailable. There may be groups within a partner.

8. In the required Modules section, select or deselect Vaccine, Therapeutic,Diagnostic, or any combination of the modules. Only the modules associated withthe request appear.

• When you select the Therapeutic module, the following additional optionsdisplay:

– Therapeutic Categories—Required. Select Monoclonal Antibody,Monoclonal Antibody Special, Antiviral, Antiviral Special, or anycombination of the options.

– Programs—Select the program(s) for the therapeutics.

• When you select the Diagnostic module, the following additional optionsdisplay:

– Diagnostic Categories—Required. Select Test Kits, PersonalProtective Equipment, Point of Care, or any combination of the options.

– Programs—Select the program(s) for the diagnostics.

9. In the required Justification field, enter a description that describes your review ofthe entries on this page. You can enter text, or select the quick pick link (forexample, Assigned NEW Partner, Assigned Group).

10. Select Assign.

Send a request for Partner ReviewAs an approval user, you can choose to have a partner review the request before it isapproved and activated.

To assign a request for partner review:

Note:

You can perform this action if you are an approval administrator or anapproval reviewer.


2. In the Review Self-Service Provider - [Provider Name] page, in the Actionssection, select Partner Review. The Process Provider dialog box opens. Forexample:


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3. Review the information in the Self-Service Provider Details section. Required fieldsappear with a red upper-left corner.

4. In the Status Updates section, review the summary of the actions and reviews for therequest. For example:

Note:



6. In the required Partner field, enter or change the partner associated with this request.

7. In the required Justification field, enter a description that describes the status of theentries on this page. You can enter text, or select the quick pick link (for example,Provider review required).


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8. Select Partner Review. The partners associated with the request will now be ableto see the request.

Note:

An email is sent to all reviewers associated to the partner for review ofthe Self-Service Provider request.

Put a request on holdAs an approval user, you can put any request on hold if, for example, there will be adelay in processing by the provider.

To put a request on hold:


2. In the Review Self-Service Provider - [Provider Name] page, in the Actionssection, select On Hold. The Process Provider dialog box opens. For example:

3. Review the information in the Self-Service Provider Details section. Requiredfields appear with a red upper-left corner.

4. In the Status Updates section, review the summary of the actions and reviews forthe request. For example:


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Note:



6. In the required Justification field, enter a description that describes your review of theentries on this page. You can enter text, or select the quick pick link (for example, Waitingfor additional information, Waiting for Requestor).

Note:

We recommend that in the Justification field you enter the date you expect theprocessing to resume.

7. Select On Hold.

Note:

To resume processing, return to the request details for the provider and performthe tasks remaining to approve the request. See Open a request.

Approve a requestAs an approval user, you can approve any request after all the information in the request issuccessfully reviewed and verified. An approved request can be activated by an approvaladministrator.



2. In the Review Self-Service Provider - [Provider Name] page, in the Actions section,select Approve. The Process Provider dialog box opens. For example:


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4. Scroll to and review the information in the Status Updates, Reviews, andVerifications sections. For example:

Note:

For descriptions of the statuses that appear in the page, see View therequest, review, and documentation status codes and descriptions.



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6. In the required Justification field, enter a description that describes your review of theentries on this page. You can enter text, or select the quick pick link (for example,Provider review complete).

7. Select Approve.

Activate a requestAs an approval self-service administrator, you can activate any request. After a request isactivated, approval or partner users can no longer change it. They can, however, continue toview the request details, as needed.

To activate a request:

Note:

You can perform this action if you are an approval self-service administrator.


2. In the Review Self-Service Provider - [Provider Name] page, in the Actions section,select Activate. The Process Provider dialog box opens. For example:


4. Scroll to and review the information in the Status Updates, Reviews, and Verificationssections. For example:


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Note:



6. In the required Justification field, enter a description that describes the status ofthe entries on this page. You can enter text, or select the quick pick link (forexample, Provider review complete).

7. Select Activate. After you activate the request, changes can no longer be made tothe request. You can, however, continue to view the request details, as needed.

The Activate option is only available to approval self-service administrators forapproved requests. An approval self-service administrator can, however, activateany request, not only those that are approved.

Note:

An email is sent to the requestor. The requestor can then log in toProvider Portal to order COVID-19 vaccines, therapeutics, anddiagnostics.

Reject or delete a requestAs an approval user, you can reject or delete any request if it is invalid for any reason,the requestor is not responding, the request is a duplicate of an existing provider, orthere is incomplete documentation.

To reject or delete a request:


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2. In the Review Self-Service Provider - [Provider Name] page, in the Actions section,select Reject. The Process Provider dialog box opens. For example:



Note:



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6. In the required Justification field, enter a description that describes the status ofthe entries on this page. You can enter text, or select the quick pick link (forexample, Invalid request, Requestor not responding, Duplicate of existingProvider, Incomplete documentation).


• Select Reject Request to reject the request. The request status changes, butthe request is not removed from Self-Service Approval Portal. The ProcessProvider dialog box closes without requiring a confirmation, and the ReviewSelf-Service Provider - [Provider Name] page re-appears.

Note:

An email is sent to the requestor. When the requestor logs in toProvider Portal, they will see the justification for the rejection.

• Select Completely Delete Request to delete the request from Self-ServiceApproval Portal. Confirm the deletion to close the Process Provider dialog box.The Review Request page re-appears.

Note:

Deleted records cannot be recovered.

Partner users—Approval actionsAs a partner user (administrator or reviewer), you can perform the On Hold, Approve,and Reject actions on the requests associated with your partner.

You can perform the available actions on the requests associated with your partner inany order and at any time. For details on each action, see Partner users—Actionsavailable for a request.

Note:

The Approval Portal Process Wizard is not available for partner users.

• Put a request for your partner on holdAs a partner user, you can put a request for your partner on hold if, for example,there will be a delay in processing by the provider.


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• Approve a request for your partnerAs a partner user, you can approve a request for your partner after all the information inthe request is successfully reviewed and verified. An approved request can be activatedby an approval self-service administrator.

• Reject or delete a request for your partnerAs a partner user, you can reject or delete a request for your partner if it is invalid for anyreason, the requestor is not responding, the request is a duplicate of an existing provider,or there is incomplete documentation.

Put a request for your partner on holdAs a partner user, you can put a request for your partner on hold if, for example, there will bea delay in processing by the provider.

To put a request on hold:


2. In the Review Self-Service Provider - [Provider Name] page, in the Actions section,select On Hold. The Process Provider dialog box opens. For example:


4. In the Status Updates section, review the summary of the actions and reviews for therequest. For example:


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Note:



6. In the required Justification field, enter a description that describes your review ofthe entries on this page. You can enter text, or select the quick pick link (forexample, Waiting for additional information, Waiting for Requestor).

Note:

We recommend that in the Justification field you enter the date youexpect the processing to resume.

7. Select On Hold.

Note:

To resume processing, return to the request details for the provider andperform the tasks remaining to approve the request. See Open arequest.

Approve a request for your partnerAs a partner user, you can approve a request for your partner after all the informationin the request is successfully reviewed and verified. An approved request can beactivated by an approval self-service administrator.



2. In the Review Self-Service Provider - [Provider Name] page, in the Actionssection, select Approve. The Process Provider dialog box opens. For example:


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Note:




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6. In the required Justification field, enter a description that describes your review ofthe entries on this page. You can enter text, or select the quick pick link (forexample, Provider review complete).

7. Select Approve.

Reject or delete a request for your partnerAs a partner user, you can reject or delete a request for your partner if it is invalid forany reason, the requestor is not responding, the request is a duplicate of an existingprovider, or there is incomplete documentation.

To reject or delete a request:


2. In the Review Self-Service Provider - [Provider Name] page, in the Actionssection, select Reject. The Process Provider dialog box opens. For example:


4. Scroll to and review the information in the Status Updates, Reviews, andVerifications sections. For example:


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Note:



6. In the required Justification field, enter a description that describes the status of theentries on this page. You can enter text, or select the quick pick link (for example, Invalidrequest, Requestor not responding, Duplicate of existing Provider, Incompletedocumentation).


• Select Reject Request to reject the request. The request status changes, but therequest is not removed from Oracle HPoP Self-Service Approval Portal. The ProcessProvider dialog box closes without requiring a confirmation, and the Review Self-Service Provider - [Provider Name] page re-appears.

Note:

An email is sent to the requestor. When the requestor logs in to the OracleHPoP Provider Portal, they will see the justification for the rejection.

• Select Completely Delete Request to delete the request from the Oracle HPoP Self-Service Approval Portal. Confirm the deletion to close the Process Provider dialogbox. The Review Request page re-appears.


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Note:

Deleted records cannot be recovered.

Perform the reviews required for approvalThe approval process requires that you perform a series of reviews on the informationsubmitted by Self-Service Provider Portal. The reviews are the same regardless ofyour role as an approval user (self-service administrator or self-service reviewer) orpartner user (self-service administrator or self-service reviewer).

You perform reviews on the HPoP address, HPoP contact, and documentationsubmitted with the request.

Note:

For descriptions of the reviews, see Approval and partner users—Reviewsavailable for a request.

• Review the HPoP Provider AddressesYou can review the HPoP Provider Addresses uploaded by an administratoragainst the provider information in the request. You should not find a match withthe HPoP Provider Addresses.

• Review the HPoP Provider ContactsYou can review the HPoP Provider Contacts uploaded by an administrator againstthe provider information in the request. You should not find a match with theHPoP Provider Contacts.

• Review the completed documentationApproval users can view the common and partner documents. However, onlyapproval self-service administrators can modify common documents. Partnerusers can view the partner documents that were uploaded by an administrator or apartner for their partner. However, only approval self-service administrators andpartner self-service administrators can modify partner documents.

Review the HPoP Provider AddressesYou can review the HPoP Provider Addresses uploaded by an administrator againstthe provider information in the request. You should not find a match with the HPoPProvider Addresses.

To review the HPoP Provider Addresses:


2. In the Review Self-Service Provider - [Provider Name] page, in the Reviewssection, select HPoP Address. The Review Against HPoP Address List dialog boxopens. For example:

Chapter 5Perform the reviews required for approval

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Note:

To customize the information and the format of the information that appears inthe Potential Matches with HPoP Provider Address section, select theActions menu above the list, choose the appropriate options, and select Go. Toreturn to the default view select Reset Report or close the selections.

3. In the Self-Service Provider Details section, review the details entered by the requestor.Required fields appear with a red upper-left corner.

4. Scroll to the Potential Matches with HPoP Provider Addresses and HPoP ProviderAddress Reviews sections. For example:

5. Compare the details in the Self-Service Provider Details section with the information inthe Potential Matches with HPoP Provider Addresses section.

• Possible address matches appear in the Potential Matches with HPoP ProviderAddresses section.

• Results from previous reviews appear in the HPoP Provider Address Reviewssection.

Note:

You should not find a match with the HPoP Provider Addresses.


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7. In the required Justification field, enter a description that describes your review ofthe entries on this page. You can enter text, or select the quick pick link (forexample, Possible HPoP Provider Address match record found, Reviewed againstHPoP Provider Addresses).


• Select Possible Match if one of the HPoP Provider Addresses may be amatch.

• Select Reviewed if none of the HPoP Provider Addresses are a match or alikely a match, or if there are no records.

Review the HPoP Provider ContactsYou can review the HPoP Provider Contacts uploaded by an administrator against theprovider information in the request. You should not find a match with the HPoPProvider Contacts.

To review the HPoP Provider Contacts:


2. In the Review Self-Service Provider - [Provider Name] page, in the Reviewssection, select HPoP Contact. The Review HPoP Contact dialog box opens. Forexample:


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Note:

To customize the information and the format of the information that appears inthe Potential Matches with HPoP Primary Contacts section, select theActions menu above the list, choose the appropriate options, and select Go. Toreturn to the default view select Reset Report or close the selections.

3. In the Primary Contact Details section, review the details entered by the requestor.Required fields appear with a red upper-left corner.

4. Compare the details in the Primary Contact Details section with the information in thePotential Matches with HPoP Primary Contacts section.

• Possible contact matches appear in the Potential Matches with HPoP PrimaryContacts section.

• Results from previous reviews appear in the HPoP Contact Reviews section.

Note:

You should not find a match with the HPoP Provider Contacts.


6. In the required Justification field, enter a description that describes your review of theentries on this page. You can enter text, or select the quick pick link (for example,Possible HPoP Contact match record found, Reviewed against HPoP Contacts).


• Select Possible Match if one of the HPoP Provider Contacts may be a match.

• Select Reviewed if none of the HPoP Provider Contacts are a match or a likely amatch, or if there are no records.

Review the completed documentationApproval users can view the common and partner documents. However, only approval self-service administrators can modify common documents. Partner users can view the partnerdocuments that were uploaded by an administrator or a partner for their partner. However,only approval self-service administrators and partner self-service administrators can modifypartner documents.

To review the documentation:


2. In the Review Self-Service Provider - [Provider Name] page, in the Reviews section,select Documentation. The Review Documentation Complete dialog box opens. Forexample:


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Note:

To customize the information that appears in the IncludedDocumentation section, select the Actions drop-down list, choose theappropriate options, and select Go.

3. To view the document details, select a status in the Action column in the table,(for example, Review). The Maintain Documentation dialog box opens. Forexample:

4. In the Review Document section, review the information in the Name,Mandatory, and Document Filename fields, and then do the following:

• Select Download to download and view the document, if needed.

• In the required Justification field, enter a description of your review of theentries on this page. You can enter text, or select the quick pick link (forexample, Not all documents approved, All documents uploaded and approved,Documents already provided). If you approved a previous request and alreadyprovided the documents by working directly with an approved partner, you donot need to provide the requested documents a second time.

• Select Reject if you do not approve the document. The MaintainDocumentation dialog box closes.

• Select Approve if you approve the document. The Maintain Documentationdialog box closes.


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5. Repeat steps 3 and 4 for each document.


7. In the required Justification field, enter a description that describes your review of theentries on this page. You can enter text, or select the quick pick link (for example, Not alldocuments reviewed, All documents uploaded and approved, Documents alreadyprovided). If you approved a previous request and already provided the documents byworking directly with an approved partner, you do not need to provide the requesteddocuments a second time.


• Select Documentation Incomplete if there are missing documents, there aredocuments that are not approved, or documentation is required but no recordsappear in the page.

• Select Reviewed if all of the documents are reviewed, or if documentation is notrequired.


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6View the self-service statuses

The self-service statuses are reference descriptions for the request, review, and documentstatus codes that are used in Self-Service Approval Portal to track the approval process foreach request.

• View the request, review, and documentation status codes and descriptionsYou can view descriptions of the request, review, and document status codes that appearin Self-Service Approval Portal that track the approval process for each request.

View the request, review, and documentation status codes anddescriptions

You can view descriptions of the request, review, and document status codes that appear inSelf-Service Approval Portal that track the approval process for each request.

To view the names and descriptions for the request, review, and document status codes:

• In the navigation menu, select the Self -Service Statuses icon or menu name. TheSelf-Service Statuses page opens. For example:

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Self-Service Approval Portal User Guide

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Transcript of Self-Service Approval Portal User Guide