What is the Request Search?
What is the Request Search?
The request search is where users can find all requests in all cases regardless of their status. There are many combinations of fields that can be used to search requests.
Filters:
- Request Type
- Request Sub Type
- Request Status
- Category
- Receiver Type
- Assign to
- Requestor
- Requested Date
- Completed Date
- Needed Date
- Case Type
- Department
- Division
- Location
- County
- Show
How to use the Request Search?
Use the filters to narrow down the search results. Once the user finds the requests, they can use the right click menu to take a few actions.
Users can use the Show filter to switch between Active requests, Approved requests, Declined Requests, and requests that are still Pending Approval.
Available actions:
- Complete Request
- Update Request
- New Assignee
- Open Selected Cases
If a user needs to edit more specific information regarding the request they will need to select the Hyperlink in the detail section to be taken to the case, then go directly to the Request tab and Edit the request, there the user will have more options to edit the request.
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