Editing a Request

Note: This feature requires the Material Request & Approval module licensed at your site.

Edit a request when you need to correct or update one or more of its properties, including:

        Product Information:

        Product Name: The name of the requested material.

        Manufacturer: The manufacturer of the requested material.

        Request Information:

        Priority: The request's priority (selected from the request priorities available at the site).

        Request Date: The date when the request was created.

        Status: The request's current status (selected from the request statuses available at the site).

Note: If you change a request's status to an Approved status, today's date automatically becomes the Approval Date (see below).

        Date Required: The date when the requested material is required on-site.

        Approval Number: An identifying number for the request's approval (usually entered only for approved requests).

        Approval Date: The date when the request was approved.

        Comments: Any additional comments attached to the request.

        Instructions:

        Requester Instructions: The instructions shown above the request's requester task list.

        Approver Instructions: The instructions shown above the request's approver task list.

        Requester Information:

        Name: The full name of the requester.

        Email: The email address of the requester.

        Phone: The base phone number of the requester.

        Extension: The phone extension of the requester.

        Title: The professional title of the requester.

        Department: The organizational department of the requester.

The request properties that cannot be changed (using this operation or any other) are:

        Request Number: The unique ID number of the request.

        Request Type: The request's type (selected from the types available at the site), which determines the request's approver tasks, requester tasks, and other conditions surrounding the request's process.

To edit a request:

Starting at the Material Request & Approval page (How do I get there?), do the following:

1.      Open the desired request using the MRAP search tool or by clicking a link to the request in an MRAP email.

The request opens.

2.      Near the top of the display, a white section shows the request’s basic details. Click the Edit link at its right side.

3.      In the fields that appear, make your changes to the request’s properties. (See above for a description of each property.)

4.      Click the Save button in the lower right corner to save your changes.

Related Topics

        Emailing a Request Link

        Viewing/Printing a Request Summary

        Deleting a Request

        Searching Requests and Tasks