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Save for Later

After all of the Order Details are submitted, Users have the option to Save for Later or to Submit Request. When a User selects to Save for Later, the Request can be viewed and resumed on the Cart.

If Approvals are required then the Request will be set to Pending Approval. All Submitted Requests can be viewed using the Request Tracking page.

Expired Requests

Example of Cart

After a period of time, Pending Requests will Expire.  Expired Requests along allow you to view the General Details (not individual item changes on Services/Standalone Equipment/Packages), and Delete the Request.  The period of time a Request has is configured by CC_REQUEST_EXPIRATION_DAYS, which has a default value of 30 days.

To view Expired Requests click the Show Expired Requestsbutton to load the Expired Requests, and then the Show Current Requests button to load the other Requests back after you have deleted unneeded Expired Requests.

Submitted Request Summary

Request Summary View example

When a Request is submitted successfully the User receives a summary of Request that was submitted. Request Tracking is available for Users to view the current status of their submitted Requests.

Technician Notes:

  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

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