Profesionnal request

Depending on the organization’s configuration, request processing may require steps performed by a coordinator.

The request list is displayed based on priority and the user’s profession. A request remains visible in the initiator’s tile until completion and can be accessed in read-only mode.

The coordinator’s tile shows requests awaiting approval and requests can also be accessed and acted upon via the user’s file.

Request details include:

• Request title.
• User’s name.
• Date and time of transmission.
• Name, surname, and profession of the requester.
• Status.

It is possible to purify the display using the site filter. The “MORE” button provides access to detailed view as well as filtering by location, status, domain and printing if necessary.

Change or remove status

To change the statuts

1. From 3 dots, select «Change status»
2. Edit status and enter a note (optionnal)
3. Confirm

Approve a request

This feature is available based on the organization’s configuration and if the user has a coordinator role.

A request must be approved to be visible in the assigned profession’s tile. Once approved, the request will no longer appear in the coordinator’s workspace but will remain accessible in the file.

To approve a request, select the request and click "Approve".

Reject a request

Before being handled, a request can be rejected, which ends the transmission process. The request status will be marked as "Rejected" in the file and justification is required.

 

Take charge of a request

For organizations with a coordinator, the "Take Charge" button will only be available once the request has been approved.

Taking charge is only available to the domain/profession concerned by the request.

To take charge of a request:

1. Select the request and click "Take Charge".
2. Enter the required information.
3. Click "Complete".

Completed requests will no longer appear in the tile but will remain accessible in the file.

Transfer a request

A request sent to multiple professional domains can be transferred. After the transfer, only the receiving profession can take charge of the request.

 

Correct a request

Correcting a request is possible based on the user’s permissions.

To correct a request:

1. Use the three-dot menu to select "Correct".
2. Make the correction and click "Correct".
3. Enter a justification and click «Confirm".

Cancel a request

Cancelling a request is possible based on user permissions. After cancellation, the request will appear under "View Cancelled" in the file.

To cancel a request:

1. Use the three-dot menu to select "Cancel".
2. Enter a justification and click "Confirm".