How To: Review and Approve, Return, Reassign or Terminate / Cancel a Non-Sponsored PTA Request
Before You Start
Review the email notification requesting your review. Record the Transaction ID number.
Step 2 – Access PTA Requests
Important: Please maximize your browser window from this Step on as some buttons are located at the right of the screen.
Step 3 – Review PTA Information
Step 6 – Act on Assigned Tasks
- Check the Account Setup: In Progress and Completed Requests tabs on the Dashboard for your request status.
- You can reassign the request before the transaction is completed. You may review the request but will not be able to edit the transaction if you are not the Initiator or if the transaction has been submitted.
- To make changes to a completed PTA setup, see For Updating PTA Attributes section on the How To... page.