Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 12 Next »

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

Status

Assigned To

Contact

Reason Code

Note

Completion Note

Linked Items

  • No labels