Overview
After a captain submits an Event Captain Report, it is reviewed in Delphi, the Statler Hotel's Salesforce, and then either Approved or Returned. Approving a report emails its PDF to the banquet captains and records who approved it and when.
Approving sends the PDF. As soon as you save a report as Approved, its PDF is created and emailed to the banquet captains group. Review the report fully before you approve it.
Find the reports to review
Reports waiting for review are in the Ready for Review list view on the Event Captain Reports tab. See Reviewing Event Captain Reports for how to work through the list.
Approve or return a report
- Open the Event Captain Report you want to review.
- Review the information on the record. To correct a field, click the pencil icon next to it.
- Click the pencil icon next to Status and choose:
- Approved – the report is complete.
- Returned – the report needs more information.
- Click Save.
What happens when you save
| Status |
What happens automatically |
| Approved |
A PDF of the report is created and emailed to JCB-HA-Banquet_Captains_Group@groups.cornell.edu. Your name and the date and time are filled in as Reviewed By and Reviewed Date. |
| Returned |
Nothing. No email is sent, so let the captain know the report needs more information. |
Walkthrough
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