Closing a Request
When the tasks for an open request have been completed, you can close the request. Closing a request does not delete it. Instead, it is moved to the Return Ready to Start status tab. You can close a request from the Client Progress or Overdue status views.
To close a request:
- If you are not already on a Requests page, click , and then select Requests.
- Do one of the following on the Requests dashboard:
- To open the Client Progress status page, click the status name or status wedge in the Request Status section.
- To open the Overdue status page, click View overdue requests on the Overdue tile.
- 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.
- Click for the request, and then select Close Request.