SpotBlock Approval Queue

Modified on Fri, 23 Feb 2024 at 03:57 PM

Approval Queue Overview

The Reservations Approval queue will have a very similar look and feel to the permits approval queue, including the ability to sort the table by using the New and Info Request tabs. A few key differences exist: 

Filter Approval Queue

You can filter the approval queue to view specific requests that meet your search criteria. Current filtering options:

  • Meter/Space ID

  • Reservation ID

  • Request Type

  • Requestors First/Last Name

Review a Request

After you select a reservation to review, you will able to review the application and make a decision on the request.

On the request page, several cards organize the reservation details:

  • Decision. After you review the reservation request, you will select your Decision from the drop-down menu, then select Save Decision.

    • Approved

    • Denied

    • Needs More Information

  • Charges. Displays the amount due for the reservation.

    • Note: This amount will be charged when the reservation has been approved.

  • Reservation Details. Displays a snapshot of all reservation details:

    • Reservation ID

    • Created Date

    • Request Type

    • Start Date

    • Start Time

    • End Date

    • End Time

  • Contact Information. Displays the requestor’s Name and Email.

  • Attachments. If the requestor uploaded attachments, they would be displayed in this card.

  • Locations. Displays all meters included in the reservation application.

  • Notes. Displays any notes that have been added to the reservation application.

  • History. Displays a log of the reservation application.

Make a Decision on a Single Reservation

  1. Select SpotBlock > Approval Queue

  2. Search for the reservations

    1. Note: Use a filter to narrow your results

  3. Select the Reservation

  4. Review all information

  5. Make a Decision by selecting an item from the drop-down menu

    1. Approved

      1. If desired, select Fee Exempt or Adjust Price

        1. If you select the Fee Exempt option, the card will update with a Reason drop-down menu. You will select from one of the preexisting exemption options. Selecting one of these options will update the cost of the Reservation to $0.

        2. If you select the “Adjust Price” option, the card will update with 2 open text fields. You will enter the reason for the price adjustment in the Internal Note field. In the Adjusted Price field, you will be able to enter in the price you want the reservation to be updated to.

    2. Denied

      1. If desired, add a Response to Applicant

    3. Needs More Information

      1. If desired, add a Response to Applicant

      2. Note: Currently, the process of collecting additional information must take place offline and in direct communication with the applicant.

  6. Select Save Decision

Make a Decision on Multiple Reservations

  1. Select SpotBlock > Approval Queue

  2. Search for the reservations

    1. Note: Use a filter to narrow your results

  3. Select the Reservations

  4. Since you selected more than one reservation, the Decision card now displays the Reservation Count (e.g., You’re reviewing reservation 1 of 25).

  5. Review all information

  6. Make a Decision by selecting an item from the drop-down menu

    1. Approved

      1. If desired, select Fee Exempt or Adjust Price

        1. Note: If you select Fee Exempt, the total expected will change to $0 and you will see the amount reflected next to a dropdown that contains pre-defined reasons for the exemption. These reasons should be defined in partnership with Passport’s Implementations and/or Support teams.

        2. Note: If you select Adjust Price, you will need to enter the next expected total due in the adjusted price field and provide a reason for the adjustment.

    2. Denied

      1. If desired, add a Response to Applicant

    3. Needs more Information

      1. If desired, add a Response to Applicant

  7. Select Save Decision

    1. Or, select Skip To Next Reservation

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