Category: Request Item Management

Managing Request Item Status
April 2, 2019

Before we explain how to change and update the status of your requests, first you should familiarize yourself with the different statuses that can be assigned, they are as follows: Pending [1]: This status indicates that the request is still in draft and has not yet been sent to the custodian(s). Only the auditors have access to see items with this status. Open [2]: This status indicates the request has been submitted, is currently awaiting action...

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Request Item Permissions
April 2, 2019

Note: For information on how to set unique permissions for entire audit projects / request links, please follow this link. Additionally, if you would like to designate imported request items as private, please refer to the Excel template with import instructions available on the Importing/Exporting Request Items...

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Importing/Exporting Request Items
April 2, 2019

To import one or many request items to a project, simply do the following: Go to the project page for the request list you would like to import the request item.  Click the “Options” button on the top right of the page and select “Add/Import New Request Items” and the Create New Request dialogue box will open. Click the "Upload PBC List" button on the top right of the dialogue box and select the CSV file with the request data you would...

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Creating New Request Items
April 2, 2019

Before getting into the steps to create a new request, please note that all requests must be within an existing project / request list (learn how to create a new request list). To add a new request item, simply do the following: Go to the project page for the request list you would like to add the request item.  Click the “Options” button on the top right of the page and select “Add/Import New Request Items” and the Create New Request...

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