PCSS TEAM · 0:37 VIDEO

Review private product requests

For authorized PCSS staff who review catalog exceptions.

The lesson is open to everyone. The live portal may ask you to sign in.

Written steps

Open the request
Verify the practice, product, requested unit and details. Check the existing catalog and any prior decision for the request.
Review and record the decision
Use the available staff actions for the request and your assigned role. Confirm any offer’s product, unit and price before sending it for the practice to review.
Check customer visibility
Confirm the outcome is recorded for the correct practice. Use the customer’s own Product requests view for their next step.