Within Access Legal Compliance you to set approval limits within the Gift and Hospitality Register to align with your anti-bribery policy. If a record exceeds these limits, a review task is automatically created and assigned to the relevant person.
Upon review, if the approver requires additional information to make an informed decision, they can assign a task to request the necessary details.
Tip: Find out how to add a gift or hospitality record.
To complete a task requesting additional information for a gift or hospitality record, follow the steps below:
Locate the record in the Task List on the Gift and Hospitality Register homepage and click View.
Upon entering the record, click View on the task in the Task List.
From the task window, you will be able to see the information requested. Enter the requested details in the box provided and click Submit.
Once the approver has reviewed the additional information provided, they can decide to approve or reject the record. If more information is needed, they may send a follow up task to request further details.