Project Request Status

When a project request is first submitted, it is given the status “Pending”, meaning that it is awaiting action from a permitted user to change its status to “Accepted”, “Not Accepted” or “Closed”.

Associate users with access to the workspace can change the status to “Accepted” by clicking the update link at the top of the request’s detail page and then selecting “Accepted” from the dropdown menu. This indicates that they understand the project request and intend to move ahead with it. Project request state can also be updated from the request dashboard by selecting the checkbox to the left of the project request and then clicking the Update Status button.

An Associate user can also change the status for a pending or accepted project to “Closed” by clicking the update link at the top of the request’s detail page or from the request dashboard by selecting the checkbox to the left of the project and clicking the Update Status button. This indicates either that the project has been completed and/or the request is no longer needed.

An Associate user can also change the status for a pending or accepted project to “Not Accepted” by clicking the update link at the top of the request’s detail page or from the request dashboard by selecting the checkbox to the left of the project and clicking the Update Status button. This indicates either that the project will not be done (the Associate can communicate with the user that submitted the request the reasons for this using the comments page for the request).

When an Associate changes the status of a request, the person who originally submitted the project request will automatically be sent an email informing them of the status change.

Workzone can also automatically change the status of a request if the request in built into a project or if the linked project is changed to a stte of "Closed". To access these settings (as an Administrator) click on the settings (gear icon) in the top right, then click the Other settings line under REQUESTS.

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