Follow Up Request

Purpose:

Inter-office communication that is case related. Each request is a thread that can be responded to until the request is closed. Each response will show up the appropriate users alert list.

Navigation Tips: By clicking on the Create Request button or the Add Response button, the user will be taken to the popup to input Requested information and/ or Response information. The highlighted yellow fields are required fields.

Using the grid.

• Users can select a line item
• Close the line item
• Users can drag a column header and drop to group your results specifically for that column.
• Or you can click on the funnel icon located on every column header to filter your results. The user can select from various filter options.