From Site Administration Main Menu,
click on the Browse Requests icon to open the Search for Requests
page.
Search and select a Request to edit.
The Request Management page is
opened.The first section allows
you to view and edit Requestor contact information.
Click on Name to open the Requestor’s contact
record in Contact Management.
Click on Company to open the Requestor’s
company record in Contact Management.
Click on Email to sent and email to the
Requestor.
Click on Website to open the Requestor’s
website.
Click on the icon to view the requestor’s Address.
The upper portion of the Request
section, shown below, contains standard Request fields.
If the Request’s Priority or Status
has changed, select the applicable value from each list box.
You may change the other values in
this section as well as add and edit attachments to the Request.
The lower portion of the Request
section, shown below, contains the Form fields created using Request Form
Builder.Consequently it is unique
to each Request Type.
You may change any of the values in
this section.Note that changes to
contact information in this section will not update the Requestors Contact
record.
The last three sections on the page,
shown below, are standard sections for all Request Types.
If the Request Type uses Work Orders,
each Work Order for the Request will be listed in the Work Order
section.Click on a Work Order # to
open and edit the Work Order.
If you want to close the Request in
order to consolidate it with another Request, enter the Request ID of the
other Request and enter a Closed Date.Click on the the icon for to auto insert today’s date.You may also click on the date lookup icon to select a date from the pop-up
calendar.
To just close the Request because it
has been completed, enter a Closed Date.
