Print Topic

 

In this Topic Hide

 

Viewing Demographic Request Details

Click a Request Date link in the Request History grid to:

The Demographic Request Details page displays the request details. In the Request Info area, text displayed in Red identifies the information the vendor has requested be added, changed, or deleted.

Related Topics

Request Details Link

The following links display at the top of the Demographic Request Details page.

Link

Purpose

Click the link for more information

Request History

Click the Request History link to display the Request History grid.

Touring the Demographics Request History Queue

Top of Page

Contacts Grid

The following information displays in the Contacts grid, if you submitted a change to an existing contact record or added a contact record. Otherwise, this grid is blank.

Column

Definition

Contact Name

This column displays the name of the vendor contact.

Title

This column displays the title of the vendor contact.

Phone

This column displays the contact's 10-digit telephone number.

Ext

This column displays the contact's telephone extension , if applicable.

Email

This column displays the contact's e-mail address.

Mode

This column displays the type of demographic change submitted. Values are Add, Edit, and Delete.

Top of Page

Request Attachments Grid

The following columns display in the Request Attachments grid if you attached a document to the demographic change request. Otherwise, this grid is blank.

Column

Definition

Document Name

This column displays the name of each document attached to the request.  Click the Document Name link to view the document or download the document to your computer.

File Name

This column displays the document's file name.

Comments

This column displays comments entered about this attachment.

Top of Page

Approval Process Grid

The following columns display in the Approval Process grid.

Field

Definition

Date Processed

This column displays the date that the approver approved or rejected this demographic request. This column is blank if the request status is Pending.

Approver

This column displays the name of the person that approved or rejected the request. If the request is pending, this column displays the name of the person who is assigned to approve the request.

Status

This column displays the status of the demographic request displayed. The statuses are Pending, Approved-Finalized, Canceled, or Rejected.

Comments

This column displays comments entered by the approver.  This column is blank if the request status is Pending or the approver did not enter any comments.

Top of Page

Canceling a Pending Demographic Change Request

Follow these steps to cancel a pending demographic request.

  1. Click the Request Changes link on the Home page. The Demographic Request History Queue displays.

  2. In the Request History grid, click the Request Date link that corresponds to the request to be cancelled. The request must have a pending status. The Demographic Request Details page displays.

  3. Review the details to make sure you selected the correct request.

  4. Click the button to cancel the request. The Cancel Request box displays with a Comment for Approver(s) message: "Request cancelled by vendor." You can add to this message if appropriate.

  5. Click the button to confirm the cancel operation. An e-mail message is sent to notify the approver that you canceled the request.

Top of Page