Search a Request

Search a request from the Representative menu by selecting the “Requests List” menu option. The displayed screen includes the list of existing requests and allows searching for a specific request based on multiple parameters.

Column

Description

Request ID

The unique identification of the request.

Regulation

The Regulation for which this request was created.

Activity

The Activity this Request executes.

Status

The Request status. Values may be: In Progress, Completed, Stopped. A Stopped Request is a Request, during its execution the system identified the request should stop its execution. For example, if there is a validation, the same customer cannot open two equal Requests, and there is already an in-progress Request for this same customer and Activity.

Created

The date and time that the Request was submitted.

Completed

The date and time that the Request was completed (completed requests only).

For the search criteria selected by a drop-down list or by selecting a date: Regulation, Activity, Request Status, Created and Completed – the search is executed upon a value selected.
For the search criteria entry fields: Customer ID and Request ID, typing in either the customer ID and Request ID fields, the search is invoked upon the first three stated characters or more.
Once the search results are presented, the representative can view further details of a specific request by clicking the row of this request, as shown in the next image.

Field

Description

Request ID

The unique identification of the request.

Regulation name

The Regulation for which the request was created.

Activity name

The Activity this Request executes.

Request Status

The Request status.

Created on

The date and time the Request was submitted.

Last Update Date

The last time this request was updated. The Request is updated as its execution is progressing; this date indicates the last date that a Task was executed in the Flow fulfilling this Request.

Estimated completion

The number of days the request is expected to complete. The number of days calculation is based on the Request creation date and the Activity SLA.

Extended

Indicates if the Request SLA was extended. The values are true/false

Extendable

Indicates if the Request SLA can be extended. This depends on the configuration of the Activity of this task.

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Search a Request

Search a request from the Representative menu by selecting the “Requests List” menu option. The displayed screen includes the list of existing requests and allows searching for a specific request based on multiple parameters.

Column

Description

Request ID

The unique identification of the request.

Regulation

The Regulation for which this request was created.

Activity

The Activity this Request executes.

Status

The Request status. Values may be: In Progress, Completed, Stopped. A Stopped Request is a Request, during its execution the system identified the request should stop its execution. For example, if there is a validation, the same customer cannot open two equal Requests, and there is already an in-progress Request for this same customer and Activity.

Created

The date and time that the Request was submitted.

Completed

The date and time that the Request was completed (completed requests only).

For the search criteria selected by a drop-down list or by selecting a date: Regulation, Activity, Request Status, Created and Completed – the search is executed upon a value selected.
For the search criteria entry fields: Customer ID and Request ID, typing in either the customer ID and Request ID fields, the search is invoked upon the first three stated characters or more.
Once the search results are presented, the representative can view further details of a specific request by clicking the row of this request, as shown in the next image.

Field

Description

Request ID

The unique identification of the request.

Regulation name

The Regulation for which the request was created.

Activity name

The Activity this Request executes.

Request Status

The Request status.

Created on

The date and time the Request was submitted.

Last Update Date

The last time this request was updated. The Request is updated as its execution is progressing; this date indicates the last date that a Task was executed in the Flow fulfilling this Request.

Estimated completion

The number of days the request is expected to complete. The number of days calculation is based on the Request creation date and the Activity SLA.

Extended

Indicates if the Request SLA was extended. The values are true/false

Extendable

Indicates if the Request SLA can be extended. This depends on the configuration of the Activity of this task.

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