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Requesting record information

If you need additional information to complete a record, you can request this from other users.
  1. Hover over a record in the File Plan and click More then Request Information.
  2. Click Select and select a user or group to request the information from.
  3. Enter details of what you need in the Requested information box.
  4. Click Request Information.

    A task will be assigned to the selected user and will show in their My Tasks dashlet. Once they mark the task as done the information they provide will be shown in a task assigned to the user who requested the information. Access the information through your My Tasks dashlet and click Task Done to close the information request.

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