Reopening a Request

If needed, you can reopen a request that has already moved to the Return Ready to Start or Return in Progress status. Reopening a request moves the request back to the Client Progress status tab.

Note: You must have the Client Collaboration - Request Dashboard - Client Requests - Edit permission to reopen a request.

To reopen a request, do the following:

1. If you are not already on a Requests page, click , and then select Requests.
2. Open the Return Ready to Start or Return in Progress status page by doing either of the following:
   • On the Requests dashboard, click either the status name or status wedge in the Request Status section.
   • From a different status page, select the status from the Request Status filter at the top of the page.
3. Do one or both of the following as needed to narrow the list of requests to select from:
   • Click above the grid and select a filter set. You can also create a new filter set.
   • Enter all or part of the client name in the search box above the grid.
4. Click for the request, and then click Reopen request.
5. Enter information about why you are reopening the request.
6. Click Reopen.