Change the Request Type of a Request (New CRT)

Occasionally it may be necessary to change the Request Type of a request. This is possible to do with published and archived requests.  

Important Note:

All sales after July 1, 2020 will have this new version of the CRT™. If your contract started before this date, please view the information for the original CRT package.

Instructions

1. Navigate to Modules > Content > RequestTracker

2. Select the Request Type with the request you want to edit

3. Click Actions next to the desired Request

4. Click View Details

5. Select a Request Type from the drop-down

6. Type the Reason for moving the request

7. Click Change Category and respond OK to the pop-up prompt