Content Manager 25.1 Web Client Help

# Request Administration

The Request feature in the Content Manager Web Client allows Request Coordinators to view and action Requests submitted by Content Manager users.

To view submitted Requests:

1. On the Masthead menu, click Requests.

   This will display a list of available search categories in the Requests panel.

2. Click a search category to expand the list of available searches.

3. To open a search, click on a listed search name.

The results will be displayed in the Requests search results panel.

Please see Tag and Task for information about applying tasks to multiple records.

## Completing a Request

Once the Requests have been processed, they can be completed.

To complete a Request(s):

1. Click the individual Request, or tag multiple Requests.
2. On the Action panel, click Complete.

The status of the Request(s) will change to Request Complete.

## Approving a Request

If a submitted Request(s) requires Approval, and it is approved for processing, a Request Coordinator can approve an individual Request, or multiple requests. To approve a Request(s):

1. Click the individual Request, or tag multiple Requests.
2. On the Action panel, click Approve.

The status of the Request will change to New Request - Not Yet Actioned.

## Rejecting a Request

If a submitted Request requires Approval but is not approved for processing, the Request Coordinator can reject an individual Request, or multiple requests. To reject a Request(s):

1. Click the individual Request, or tag multiple Requests.
2. On the Action panel, click Reject.

The status of the Request will change to Request Complete - Delivery Request Denied.

## Deleting a Request

If you have the correct user permissions, you can delete a Request from Content Manager.

1. On the Request panel, from the displayed list of Requests, select the Request that is to be deleted.

2. On the Action panel, click Delete.

   The Confirm delete dialogue appears.

3. Click OK.

## Adding Notes to a Request

Additional information about the Request can be added to the Notes section of the item.

1. Select the Request(s) that the Note is to be added.

2. On the Action panel, click Notes. The notes dialog is displayed.

3. Enter the notes in the Add to Notes text box.
4. Select where you want to insert the notes either At the Start or At the End.
5. Select the Insert User Stamp checkbox if you want to insert the user stamp.
6. Click Add Notes.

The Notes is added to the Request.

To view the most recent Note added, click Show Latest and the displayed Notes will jump to the most recent entry.

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Version 25.1 | Last updated October 2024
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Product: Content Manager 25.1

Topic Title: Request Administration