Request Approval Process

A registration workflow drives the online request and approval (commonly referred to as “onboarding”) process. For example, a registration request might follow the approval process outlined in the graphic.

Request Approval Process

Key	Description
1	Internal/External Requestor Creates Request
2	Pre-Approval/Hub Member Pre-Approves Request
3	Potential Supplier Adds Data to Request
4	Approval/Hub Member Approves Request
5	Company and Contact Created in TGO (only for TGO integrated communities) and Registered in Active Community

Important: The approval process depends on how a registration workflow is configured for the hub community.

The process starts when an internal or external requester creates a registration request. The following process is typical.

1	A Requester creates a request and submits it to the hub community.

Important: A Requester can be an account manager in the hub company or a prospective supplier who clicks a link in an anonymous URL.

2	The request is Pre-approved by a contact in the hub community, such as a supply chain manager.

3	The request is sent to the supplier’s point-of-contact (Primary Contact). The Primary Contact provides information about themselves and their company when they register. The information might include insurance certificates, contacts in primary business roles, or payment terms.

4	The request is Approved by a contact in the hub community, such as a finance manager.

5	After approval, for TGO integrated communities only, the trading partner is added to Trading Grid Online. In the hub's community, Active Community creates company and contact profiles for the new partner.

The newly added company or contact can be searched for and located by any member of the community.

21.2 release. Updated April 7, 2021 OpenText Active Community User Guide PDF

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