The Request for Documents Log displays information related to all Request for Documents actions.
Steps to View the Request for Documents Log
Open a Request for which you want to view a Request for Documents Log.
Click Log/Reports. The Log/Reports screen displays as shown below. Alternatively, you can also click Request for Documents from the left-hand menu while inside a request.
Click Request for Documents Log (see highlight above). The Request for Documents Log screen displays as shown below.
From this screen, users can view the following details:
Field | Description |
Action ID | Identification number assigned to the Request for Documents. |
Location(s) Referred | Location(s) to which the request for documents has been referred. |
Request Date | Date on which the action was performed. This is usually the current date. |
Sent Date | The date on which the documents were sent. |
Due Date | The date by which a response to the Request is due. |
Completed Date | Date on which the Request disposition was completed. |
Status | Displays the Request status for documents based on actions performed. |
Additionally, users can take the following actions on this screen:
Action | Description |
Take Action | Take action on a Request for Documents. |
View | View the details of a Request for Documents. |
Delete | Delete the selected Request for Documents Log entry |
Send Email/Reminder | Send a reminder by email about the requested documents. |
Send Reminder by Print | Send a reminder by print about the requested documents. |
Action(s) Log | The Action Log tracks all actions taken on a Request. To open it, click Action(s) Log. The Action(s) Log screen displays, where you can view the following: Action ID: The identification number of the action. Location(s) Referred: Location(s) to which the request for documents was sent. Status: The request status. Action Date: The date on which the action was performed. Comments: Comments about the request for documents (if any). |