Create/Edit/Delete a Request

The initial phase in processing a Request is when the ATIP officer receives the Request. When the Request is received, the system will automatically assign it a unique Request number. This number is generated based on the Request number format configured when the Request type is created.

After a Request is received, you can enter the Request Details on the Create Request screen. The user creating the Request will be the primary user for that Request (until the Request is assigned to another user). To add/scan an attachment or a Request letter to a Request, the Request should be assigned to you and requires the "Modify Request" Permission.

You can also edit the Request details, or delete the request, using the steps outlined on this page.

Create a Request

1. Click Requests > Create Request. The Create Request screen displays as shown in the following example:
   
   (!!) Note: The screen below is an example, and does not include all available fields. The full list of fields is described in the following table.
   
   

2. Enter information in the fields described below as needed.

   Field	Description
   Requester Details
   Requester	The person who submitted the Request. Use the icon to search for an existing requester.
   Category	The type of Requester.
   Organization	Organization associated with the Requester
   On Behalf Of	If the Request was submitted on behalf of another person, you can click the   icon to search for or create a new Requester for whom the Request was submitted.
   Address Details	Click to expand this header
   Shipping Address
   Address 1	The address of the Requester.
   Address 2	The secondary address of the Requester (if any).
   City	The city where the Requester is located.
   Country	The country where the Requester is located.
   State/Province	The state where the Requester is located.
   ZIP Code	The Zip Code where the Requester is located.
   Billing Address
   Address 1	The address of the Requester.
   Address 2	The secondary address of the Requester (if any).
   City	The city where the Requester is located.
   Country	The country where the Requester is located.
   State/Province	The state where the Requester is located.
   ZIP Code	The Zip Code where the Requester is located.
   Request Details
   Action Office	The Action Office associated with the Request.
   Request Type	The type of Request based on the type of information being requested.
   Received Mode	The mode in which the Request was received.
   Multi-Track Type	The level of complexity of the Request. (!!) Note: This option will only appear if the system is configured for Multi-Track Processing.
   Requested Date	The date the Request was sent.
   Received Date	The date the Request was received.
   Request Owner	User who owns the Request
   Primary Assigned	The user who is assigned as the primary user for the Request.
   Priority	The priority level of the Request. Priority Codes can be created and modified under Administration > Lookups > Priority Codes.
   Delivery Mode	The mode in which the Request will be delivered to the Requester.
   Method of Payment	The method in which the Requester will submit payment.
   Description
   Restricted	When this checkbox is selected, the Request Description will be hidden when viewing reports.
   Date Range for Record Search	The date range within which Request Description records will be searched.
   Description	The Request Description provided by the Requester.
   Sub Requests
   Restricted	When selected, the Sub Requests will be hidden when viewing reports
   Sub Requests	This field allows you to add, edit, and remove Sub Requests within the Request.
   Expedite Requested
   Expedite Requested	This field requires you to indicate whether the Requester has asked for his Request to be expedited. If you select Yes, you must enter the Start Date, End Date, Determination, and Expedite Description
   Fee Waiver Requested
   Fee Waiver Requested	This field requires you to indicate whether the Requester has requested a Fee Waiver. If you select Yes, you must enter the Start Date, End Date, Determination, and Expedite Description.
   Proof of Identity/Consent
   Proof of Identity/Consent	Select Yes to capture proof of identity information. You can capture documentation in the Drag and Drop Zone.
   Date Received	Use the Calendar icon to select the date the proof of identity was received.
   Proof of Identity/Consent Notes	Capture notes about the proof of identity information.
   Fee Details
   Willing Amount	The amount of money the Requester is willing to pay.
   Willing to Pay All Fees	You can select this checkbox if the Requester is willing to pay all fees.
   Application Fee
   Application Fee	Select Yes if an application fee applies to this request. If you select Yes, you must also indicate whether the fee was Received or is Missing.
   Translation Requested
   Translation Requested	Select Yes if translation is required for this request. If you select Yes, you must also indicate whether the translation is English to French or French to English
   Comments
   Comments	Any additional comments.

3. Click Save.

(!!) Note: If configured, the system will automatically prompt to send correspondence to the requester after creating the request. In addition, if the user has an existing PAL account in the system, a different prompt appears noting "This requester has a profile in the Public Access link (PAL) and will receive an automated email notification of the receipt of this request. Do you want to send additional correspondence to the requester?" This will help avoid sending a duplicate notifications.

Edit a Request (Request Information Tab)

After a Request is created, its Request Information can be edited.

(!!) Note: Request Information can only be edited for open Requests.

1. Open the Request you want to edit. The Request Information screen displays as shown below:
   
   
   
   (!!) Note: The numbers beside the Received Date ("X of Y open") indicates the ordering of this request (X) out of the total number of open requests (Y) by received date

2. Edit the fields described below as needed.

3. Click Save.

Delete a Request

Users with the required Permissions can delete Requests from the ATIPXpress database. Once you delete a Request, the request is temporarily moved to the Request Recycle Bin before all details related to the Request are deleted from the database. Deleted requests are no longer be available to view or perform actions, and requests in the Request Recycle Bin are not included in searches or reports.

Users deleting requests will always be prompted with a message that the request will be held in the Request Recycle Bin before being permanently deleted.

(!!) Note: If you have the "Special Delete" Permission assigned, you can delete Requests regardless of their Request status.

(!!) Note: A Request can be deleted only by the Admin, the Admin group, or the primary user for that Request.

Follow the steps below to delete a Request:

1. Open the Request you want to delete.

2. Click More Actions on the left-side menu. The More Actions screen displays.
   
   

3. Click Delete this Request (Highlighted in the image above).

4. A verification message displays. Click OK to move the request to the Request Recycle Bin.
   
   (!!) Note: This message may look slightly different depending on whether the Request being deleted is linked with other Requests.

5. After clicking OK, a confirmation message displays. The request is now held in the Request Recycle Bin for the configured number of days before being permanently deleted.