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Pathway: Accounts > Accounts Request Management

The Account Request Management tool displays customer initiated Account Requests for all accounts. When the tool opens, all open requests display. Use the filtering options located along the top of the screen to limit what displays.

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Fields

Descriptions

Created On

The date this Request was received.

Created By

The person that made the request.

Type

The Request type or action needed to take next.

Status

  • Open - When the Request has not yet been handled by anyone.

  • Hold - When the Request is put on hold to be handled later.

  • Completed - When the Request has been handled and once you change the status to Completed, it will no longer show on this page.

Assigned To

Who this Request is going to be handled by.

Contact

The person to contact for any further information about this Request.

Reason Code

Identifies the request for internal purposes. (reason codes are created in setup system reason code)

Note

Any notes that have been added to this Request that will assist in handling this Request.

Completion Note

Any notes that need to be added to the completion of this Request.

Linked Items

Still required to complete this document