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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.

Filter and Field Descriptions

Filter Options

Description

Division

Filters to display requests for the selected Division.

Assigned To

Filters to display requests assigned to the selected user.

Type

Filters to display requests matching the selected Type.

Status

Filters to display requests by their Status. Find completed requests by selecting from the options.

Fields

Descriptions

ID

Displays the system generated ID assigned to the request.

Type

Displays the customer selected reason for the request.

Assigned To

Displays the name of the user the request has been assigned to.

Date

Displays the date the request was created.

Account/Site

Displays the Account/Site ID and name.

Contact

Displays the name of the contact for the account. An email displays when the contacts email address was entered in the name field.

Note

Displays the note the customer entered in the request.

Completed By

Displays the name of the user who resolved the request and changed it to a Completed status.

Completed On

Displays the date a request was completed.

Complete an Account Request

  1. Click on request you would like to work on.

  2. Check the status, reason code and notes about how to complete

  3. change status to complete when done.

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

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