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Draft Requests

After all of the Order Details are submitted, Users have the option to wait until later or to submit the Request right now. When a User decides to wait until later, the Request can be viewed and resumed in the Cart.

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To view Expired Requests click the Show Expired RequestsImage Removed image-20240625-161145.pngImage Added button to load the Expired Requests, and then the Show Current RequestsImage Removed image-20240625-161201.pngImage Added  button to load the other Requests back after you have deleted unneeded Expired Requests.

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When a Request is submitted successfully the User receives a summary of Request that was submitted.

Service Rep Information:

  1. Add or Install a Service

  2. Request a New Service ID

  3. Upgrade / Downgrade Service

  4. Add a New Location

  5. Move to a New Location

  6. Change the Owner of the Service

  7. Other Miscellaneous updates

  8. Task Action

Pending Approval

Some Requests require approval. If Approval is Required, once on the Cart page, the Request will have a message on it stating: "This Request will require approval after it is submitted". Request will require approval exampleImage Removed

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After the Request is submitted, it is set to Pending ApprovalRequest Tracking is available for Users to view the current status of their submitted Requests. Users can see their Pending Requests on the Cart page by selecting the drop down menu, and choosing the "Pending Approval" option. The Approval process gives a Coordinator a chance to review any Request that originates from the CustomerCenter before the Request is submitted to the Requests grid. Please visit the (2024.1) Approvals page for more information on the Approval process.Pending Approvals in Cart exampleImage Removed

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