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
Navigate to the Requests tab
Check the requests you wish to modify
Note:
To change requests in bulk, select multiple checkboxes before moving on to the next step.
Click Change Status at the top
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
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.
If desired, select Choose File to upload a supporting file
Click Update to change the status of the selected requests
Inside the Request Instructions
Navigate to the Requests tab
Select the request you wish to modify
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
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.
If desired, select Choose File to upload a supporting file
Click Update
Quick Update from the Request Page
Navigate to the Request tab
Select any white space on the desired request
Select Change Status
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
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.
If desired, select Upload Photo to upload a photo
Select Update Status