If a Request is in "Closed" status and needs to be reopened, the Request can be Amended. A Request may need to be Amended for various reasons. For example, more responsive documents may have been located, a Requester may have sent a document or email checking on the status of the Request, or additional notes may be needed for the Request folder. If documents are added or deleted to/from the Request Folder, Final Actions will need to be performed once again to accurately report disposition exemptions for the Annual Compliance Report.
(!!) Note: You can amend a Request even if the Request is not assigned to you, provided you have the required Permission for the Request Type. You can amend a Request only when its status is "Closed." When an action is taken on a Request regarding an Amendment or Document Delivery, the Action History will be updated with the appropriate entry. Requests that have been amended and then re-closed will also have a record on the Action History screen.
Steps to Amend a Request
On the Search screen, select Closed from the Request Status drop-down menu.
Click Search.
From the search results, open the Request you want to amend.
Click More Actions. The More Actions screen displays as shown below.
Click Amend Request. The Amend Request screen displays as shown below.
Under the Set Request Status to drop-down menu, select a new Request Status.
Enter any relevant Notes.
Click Save. A verification message displays.
Click OK.
(!!) Note: By default, Amended will be selected. Other options include Assigned and Disposition Accepted.
