Modifying and working with requests

  1. Find the request to modify. See Finding requests.
  2. Double-click the request to modify.
    The Request dialogue box appears.
    See Creating requests for information about the fields.
  3. Modify the details you want to change and click OK.
    Content Manager applies your changes to the request.
  1. Find the request to work with. See Finding requests.
  2. Right-click the request to work with
  3. Choose from the commands to process the request:
    • Approve - to approve the request. Changes the request status from New - Awaiting Approval to New - Not Yet Actioned.
      Available with advanced requests enabled, and when approval is selected in the Storage Provider Location properties, Storage Provider tab.
    • Reject - to reject the request in the approval stage. Changes the request status from New - Awaiting Approval to Complete - Denied.
      Available with advanced requests enabled, and when approval is selected in the Storage Provider Location properties, Storage Provider tab.
    • Ready for Pickup - to change the request status from Added to Vendor Database to Ready for Pickup.
      Available with advanced requests enabled and for Pickup - New Record requests that have the status Added to Vendor Database.
    • Complete - click when the file has been delivered to the requester. Changes the request status to Complete and adjusts the record Locations accordingly.
    • Uncomplete - available on requests that have already been completed. Click to mark the request not yet actioned.
    • Security and Audit - Active Audit Events displays the active audit event log for the request
    • Delete - removes the selected or tagged requests and resubmits.

      See Removing requests.

    • Cancel Request - select this option to cancel the attached request. Type the reason for canceling the request in the Cancel Request dialogue, and then click OK. The status of the request is updated to Cancelled.
    • Properties - displays the Request dialogue box with the request details.

      See Creating requests for field descriptions.

    Content Manager processes the command.

TIP: To see the request status, add the Status field to the Requests window view pane. See Modifying the view pane.

Related Topics Link IconRelated information