Administrators can manually enter requests for any existing organization or contact in the system. This can be done via the User Summary page or the Organization Summary page. Keep in mind that manual request entry is designed for an administrator to input a request - it cannot be used for an applicant to finish an application started on their behalf by an administrator.
Manually Enter a Request
From the Organization Summary or User Summary page, click the Create Request button located in the Request History tab.
This will direct the administrator to a page with a drop-down list of all activated process containing only an application. (Process with LOI will not be eligible for manual request entry.)
- Choose the Process from the drop-down list, and select a Contact to assign the Request (if you started from the User Summary this will not be visible), then select Continue.
- For GLM sites, you have the option to select "Unassigned" instead of choosing an actual contact.
The next page will display the application including all questions to be completed. You have the option to finish entering this request at a later time by clicking Save Application at the bottom of the page. You'll also see the option to put this request in the Application Complete status (click Application Complete), deny the request (click Deny), or approve the request (click Approve).
Visibility to Applicant
Manually entered requests will be visible on an applicant's dashboard at different points depending upon the type of process used:
Internal Process: the request will only appear on the applicant's dashboard once it's been approved or denied.
- This can be modified using the Applicant Visibility setting.
- Public or Restricted Process: the request will only appear on the applicant's dashboard once it's been marked complete.