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

Click on request you would like to work on.
Check the status, reason code and notes about how to complete
change status to complete when done.

Fields	Descriptions
Created On	The date the Request was received.
Created By	The person who made the request.
Type	The Request type or action needed to take next. - Indicates the reason for the request.
Status	Open - When the Request has not yet been handled by anyone. Use an active verb to start the sentence. Also consider that there may be other reasons a request is left in an open status such as it’s being actively worked. Hold - When the Request is put on hold to be handled later. Use an active verb to start the sentence. Also consider other reasons a status may be put on hold. All you should be doing for these is giving example(s) for why one status is used over the other. Completed - When the Request has been handled and once you change the status to Completed, it will no longer show on this page. Use an active verb to start the sentence. Technically, it does still show on the page, but you have to use a filter to see it. For this I challenge you to play around with the tool to identify how a completed task can still be displayed.
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. Replace “this” with “the” - in both instances. Who added the note? Dispatch? Drivers? Customer? Start description with action verb.
Completion Note	Any notes that need to be added to the completion of this Request. Start description with action verb. You need to tell the readers why this is relevant and why they should fill this out. Example: Enter a Completion Note to record the steps taken to resolve the request.

Linked Items

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