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Copy request issuance

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Task:

Copy request issuance

Who is notified:

User who is issuing the request.

When:

A physical record copy request is not sent for approval.

Purpose:

To alert user that there is a physical record copy request that should be sent to approval.

 

How to execute this task:

 

1.

In the list of pending records, select the desired request.

 

2.1_auxnmb

1_auxnmbIf it is required to perform adjustments in the request, click on the edit 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.

 

3.1_auxnmb

1_auxnmbTo send the approval request without accessing the data screen, click on the default 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.