Approval Requests

Some actions related to trials in STC require Business Unit (BU) approval to ensure proper governance and compliance. Typical actions needing approval include provisioning a Service Account (SA) for a GOV product, extending a trial beyond 90 days from the start date, or editing the trial quantity.

General Approval Flow

  1. Seller Initiates Approval Request

    The Seller identifies an action on a trial that requires approval and creates an approval request, including relevant information about the trial and customer.

  2. Notification

    Once the approval request is created, both the Seller and the Business Unit (BU) receive an email notification containing the details of the request.

  3. Information Review and Discussion

    If needed, the Approver (BU) and Seller can communicate via email or via the system to discuss or clarify any additional information related to the request.

  4. Approval Decision and Action

    The Approver reviews the approval request, makes a decision, and takes the corresponding action based on the outcome.

Approval Request Statuses & Scenarios

1. Pending

  • Assigned when the approval request is first created or updated by the Seller.

2. Approved

  • If the request meets all requirements, the compliance team (Business Unit) approves it.

  • The request status changes to Approved, which means that requested changes applyed.

  • The customer receives an email with instructions to activate the trial.

3. Need More Info

  • If the approver needs clarification or changes, the status will be set to Need more info.

  • The seller receives an email notification about the requested changes or questions.

  • The approver’s comments are displayed on the "Approval requests" information page, allowing the seller to review and address them.

4. Rejected

  • If the compliance team determines the request does not meet the requirements, they may reject it.

  • The approval request status changes to Rejected.

  • The approver provides a reason for the rejection, which appears in "Approval requests" tab (similarly to "Need more info").

  • No further changes can be made to the request once it is rejected.

Seller Notifications

  • Sellers are notified by email at each stage of the approval process: approval, request for more information, or rejection.

  • All approver comments and reasons are visible on "Approval requests".

See below for instructions on how to create or update different types of approval requests: