Use the Request Sidebar

The Request sidebar allows organization users to click on a request in the List View and quickly see all of its details in a sidebar on the right. By using the sidebar, users can take quick and common actions on a request, like adding a comment, assigning the request, changing the status, or printing the request without leaving the list view.

Instructions

1. Navigate to the Requests tab

2. Select a request

3. View the sidebar

   • Change Status: Select to change the status of the request

   • Change Assignee: Choose a member to assign the request to

   • Add Comment: Add an internal or public comment

   • Print Request: Select to print the request

   • : Read a brief description of the request

   • Request Details: Review details for the request, such as the current status, category, address, assignee, priority, and due date

   • Full page view: If desired, select to see more information for the request

   • Comments: View all Public and Internal comments that have been made on the request

4. To close, click the X or click out of the sidebar