Appearance
Complete a phone request
When to use it
Use this guide when you need to complete a phone request.
Before you start
- Open USSD from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The request is marked completed. Its status, assignment and notes can still be corrected through Request Details → Save Changes with add/edit permission.
Request updates change follow-up assignment, notes and status. Marking completed records that follow-up is finished; it does not create or correct a supplier/customer order.
Steps
- Find and open the request after completing the required follow-up.
- Check its notes and save any outstanding updates first.
- Select Mark as Completed and check that its status becomes completed.
Screenshot to add: Requests: complete a phone request. Capture filename: images/complete-a-phone-request.png.
Restrictions
You need permission to add or edit requests. Complete only after the work is done. There is no separate Reopen button; change the status in Request Details and use Save Changes if completion was incorrect.
If something went wrong
After an unclear Mark as Completed, reopen the request and check its current status before repeating it.
If you completed the wrong request or work remains, open its pencil action to Request Details, change Status to the appropriate pending or assigned state, and record what remains in Notes. Check Assigned to and select the responsible staff member if it is blank, then select Save Changes. This needs add/edit permission.
Check the correction
Reopen the request and check saved status, assignee and remaining-work notes. Tell the colleague responsible for follow-up; reopening the request does not undo earlier operational work.