Before any delivery can reach our campus, clients must complete a Package Request Form so staff can screen for items that are prohibited under our safety policies. After a request is submitted, the client’s Advocate reviews it first; if the Advocate approves, the request moves to the Campus Administrator for the final decision to approve or deny the package.
From the Salesforce homepage.
1. Click ✅MSH Client Form Approvals.
2. Select the Package Approvals tab.
3. Locate new requests for your approval.
Tips for Reviewing Package Approvals:
- Look for your name listed under Advocate Name on any row that is gray or white.
4. Review the information provided for the pass request.
Approve
5. Click the dropdown arrow in the Advocate Approved? cell.
6. Select Approved.
7. Double click on the Date Reviewed by Advocate cell.
8. Select the Date Reviewed by Advocate.
Now that you've approved the pass, the Campus Admin will now review the Package Request.
Deny
5. Click the dropdown arrow in the Advocate Approved? cell.
6. Select Denied.
7. Double click on the Date Reviewed by Advocate cell.
8. Select the Date Reviewed by Advocate.
9. Enter the Denial Reason.
The line will turn red showing that the request is denied.
