Set Request Numbering

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Request Numbering determines how request numbers are generated in your portal. Request numbers reset each year. This article will show you how to set your request start number.

Who can use this feature?

Administrators

Important Notes:

  • Request numbers reset at the beginning of each year and use sequential numbers from that point. For example, at the beginning of 2027, request numbering will start at 27-1.

  • Request numbering cannot be changed after the portal goes live.

Instructions

  1. Sign in to your portal

  2. Navigate to Settings (gear icon) and click Portal Settings in the dropdown:Gear icon in the top right corner of the page with Portal Settings selected in the drop-down.

  3. In the left-hand navigation menu, click the Request numbering option under the Policies heading:

    Request Numbering is highlighted in the left-hand navigation menu under the Policies heading.

  4. Enter the desired Request start number in the text box:

    The input field for the Request Start Number is highlighted below the 'Request Numbering' heading.

    Note:

    Request start number is a required field.

  5. Click the Save button:

    The blue, rectangular Save button is selected below the Request Start Number.

  6. Request numbering has been updated