Assign Request
Click here to see this page in full context

Assign Request

Click below to move to a specific heading in this topic HideClick below to move to a specific heading in this topic Show
  1. Assign Request
    1. Steps to Assign a Request
    2. Adding Secondary Users to a Request

After a Request has been created, it must be assigned to at least one user.

Steps to Assign a Request

  1. Open the Request you want to assign.

  2. Click Assign Users. The Assign Users screen displays as shown below.

  3. Change the Request Owner (if needed) by clicking the browse icon Browse button to open the Search User screen.

  4. Next to the Change the Primary User for the request to field, click the browse icon Browse button to open the Search User screen.

    (!!) Note: If no email is on file for the selected assignee, the Send Email Notification selection will be grayed-out and not selectable.

  5. Enter the search criteria as necessary, then click Search.

  6. From the search results, select the user you want to assign the Request to, then click Select.

  7. After you are re-directed back to the Assign Users screen, click Assign. A verification message displays as shown below.

  8. Click Yes to save your assignment selection. A message confirming the assignment displays.

  9. Click OK.

  10. To assign secondary users to the Request, click Add Users, Add Groups, or Add Group Queues.

Adding Secondary Users to a Request

  1. Open the Request you want to assign.

  2. Click Assign Users. The Assign Users screen displays as shown below.

  3. click Add Users, Add Groups, or Add Group Queues to change Secondary Users on the Request.

  4. Next to the Change the Primary User for the request to field, click the browse icon Browse button to open the Search User screen.

  5. Enter the search criteria as necessary, then click Search.

  6. From the search results, select the user you want to assign the Request to, then click Select.

  7. After you are re-directed back to the Assign Users screen, click Assign. A verification message displays.

  8. Click Yes to save your assignment selection. A message confirming the assignment displays.

  9. Click OK.

  10. To assign secondary users to the Request, click Add Users, Add Groups, or Add Group Queues.

  11. Follow steps 5-8 above to assign Secondary Users to the Request.

    (!!) Note: Optionally, you can add an Assignment Note to be included in the assignment email notification (if the Send Email Notification checkbox is selected).

    (!!) Note: Users can also check the Attach Request Report (PDF) to the Email notification sent to the assignees checkbox to attach a Request Report (in PDF format), if sending a notification email to the assignees.

    (!!) Note: The Primary User is notified when a Secondary User adds documents to the review log of the request.