Change Request Status

This article will show you how to change the status of requests in different views, as well as multiple requests at once.

Important Notes

• Internal personnel are not able to change the Acknowledged, Closed, or Reopened statuses.

• A request can only be changed to the Closed status by an Owner or Manager on the organizational account.

• A Closed request status can only be changed to Open. Acknowledged, In-Progress, and Needs Review are not available options.

• An Archived request cannot be reopened.

Checkbox Instructions

1. Sign in to your site

2. Navigate to the Requests tab:

3. Check the requests you wish to modify:

   Note:

   To change requests in bulk, select multiple checkboxes before moving on to the next step.

4. Click Change Status at the top:

5. Select the appropriate status:

   • Open: The request is accepted into the organization

   • Acknowledged: A member of the organization has acknowledged that the request exists

   • In Progress: Indicates that the request is actively being worked on

     Note:

     This status is displayed internally only.

   • Needs Review: Let other members know the request is being reviewed internally

     Note:

     This status is displayed internally only.

   • Closed: The request has been completed and will automatically be archived with seven days of inactivity, with status updates and further commenting

6. Add a comment:

   • Internal-only comment: When the status of a request is changed to In Progress or Needs Review, internal personnel will be required to add a comment that will be internal-only. This comment can be associated with an assignment and/or a mention back to an Owner or Manager, or simply an internal comment.

   • Public comment: When the status of a request is changed to Acknowledged, Closed, or Reopened, you will be required to add a comment that will be public.

   • Insert Prepared Content: You can select prepared content from the list to add to the comment.

7. If desired, select Choose File to upload a supporting file:

8. Click Update to change the status of the selected requests:

Inside the Request Instructions

1. Navigate to the Requests tab:

2. Select the request you wish to modify:

3. Select the appropriate status along the status bar:

   • Open: The request is accepted into the organization

   • Acknowledged: A member of the organization has acknowledged that the request exists

   • In Progress: Indicates that the request is actively being worked on

     Note:

     This status is displayed internally only.

   • Needs Review: Let other members know the request is being reviewed internally

     Note:

     This status is displayed internally only.

   • Closed: The request has been completed and will automatically be archived with seven days of inactivity, with status updates and further commenting

4. Insert Prepared Content or Add a Comment:

   • Internal-only comment: When the status of a request is changed to In Progress or Needs Review, internal personnel will be required to add a comment that will be internal-only. This comment can be associated with an assignment and/or a mention back to an Owner or Manager, or simply an internal comment.

   • Public comment: When the status of a request is changed to Acknowledged, Closed, or Reopened, you will be required to add a comment that will be public.

   • Insert Prepared Content: You can select prepared content from the list to add to the comment.

5. If desired, select Choose File to upload a supporting file:

6. Click Update:

Quick Update from the Request Page

1. Navigate to the Request tab:

2. Select any white space on the desired request:

3. Select Change Status:

4. Select the appropriate status:

   • Open: The request is accepted into the organization

   • Acknowledged: A member of the organization has acknowledged that the request exists

   • In Progress: Indicates that the request is actively being worked on

     Note:

     This status is displayed internally only.

   • Needs Review: Let other members know the request is being reviewed internally

     Note:

     This status is displayed internally only.

   • Closed: The request has been completed and will automatically be archived with seven days of inactivity, with status updates and further commenting

5. Insert Prepared Content or Add a Comment:

   • Internal-only comment: When the status of a request is changed to In Progress or Needs Review, internal personnel will be required to add a comment that will be internal-only. This comment can be associated with an assignment and/or a mention back to an Owner or Manager, or simply an internal comment.

   • Public comment: When the status of a request is changed to Acknowledged, Closed, or Reopened, you will be required to add a comment that will be public.

   • Insert Prepared Content: You can select prepared content from the list to add to the comment.

6. If desired, select Upload Photo to upload a photo:

7. Select Update Status: