Part Request Status and Assigned To

How do I efficiently update the statuses and assignments of multiple requests simultaneously?

Overview

Part Requests includes a Status field that indicates the current status of the request, specifying whether the request is Pending, Request Received, Need More Info, In Process, Approved, Parts Ordered, Parts Partially Received, Parts Received, Completed, Denied, or Canceled. As well as an 'Assigned To'.

If you do not see the Status column, click the Manage Columns icon at the top, right corner and click the box next to Status. To reorder the columns, click and drag the Manage Column icon to the respective order.

To edit the status of a request or the assigned to, click the ID Number or click the three vertical dots and select Details.

Click the pencil icon next to Status and/or Assigned To, select the respective status/name and then click [Save].

IMPORTANT: If using the customer portal, it is important to keep these updated so that your customers know the status of their requests.

Mass Update Status and Assigned User

To update the status and/or the assigned user on multiple requests at once, follow the steps below:

In HQ, within Service>Parts Request, click the box icon in the top right corner

The Parts Requests displayed will then have a box to the left of each request. Simply select all the requests you'd like to update the status and/or assigned to by clicking on the corresponding box for each request and then select Update Status and/or Change Assigned To.

When selecting Update Status, choose from the list of options within the dropdown menu and click Save. When selecting Change Assigned To, you can either assign to yourself by selecting Assign to Me and clicking Save or select a User within the dropdown menu and click Save or Unassign.

TIP: If ALL status' are to be updated, click on the box at the very top of the request list. This will select ALL requests. Click and choose Update Status and/or Change Assigned To and repeat the above steps, click Save.