Complete Change Request

At the end of the Referral Process when the necessary stock items changes have been made the coordinator will be able to complete the change request. This action will complete the change request and update all the Service Agreement Stock Items with the Stock Item changes performed during the request. To close a change request:

Search for the Service User: See Section: Search Service Agreement or Search Request
Open the Request
Select [Edit] and [Complete Request] which will open up a confirmation box.
Select [OK] to complete the request

Select [Cancel] to cancel the completing of the change request

Note: Complete request cannot be completed when there is outstanding picked stock items.

Note: All allocated stock items will be populated onto all the linked Service Agreements and de-allocated will be transferred to the store selected during the de-allocation.

Note: If using tasks, all forms must be completed and task completed or cancelled before Complete Request button becomes available

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

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