Task:
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Copy request issuance
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Who is notified:
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User who is issuing the request.
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When:
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A physical record copy request is not sent for approval.
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Purpose:
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To alert user that there is a physical record copy request that should be sent to approval.
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How to execute this task:
1.
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In the list of pending records, select the desired request.
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2.
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If it is required to perform adjustments in the request, click on the button on the main screen toolbar. At this point, the request data screen will be displayed. Refer to the Requesting a physical record copy section for a detailed description on how to perform this operation.
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3.
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To send the approval request without accessing the data screen, click on the toolbar button At this point, the Copy request approval task will be generated for the responsible party and the request will no longer be displayed in the list of pending records.
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