Editing an Off-Process Request

Procedure

To edit an off-process request:

  1. Search for the off-process request in the Off-Process request screen.
  2. In the Search Results section, click the link in the Off-Process Request Information column corresponding to the off-process request whose details you want to edit.
    The Off-Process Request screen appears.
  3. Click the Edit button in the Off-Process Request zone.
    Note: The Edit button appears only when the off-process request is in the Draft status.

    The Edit Off-Process Request screen appears. It contains the following sections:

    • Main - Used to specify basic details about the off-process request.

    • Off-Process Request Information - Used to specify the off-process request information.

    • Characteristics - Used to define the characteristics for the off-process request.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Off-Process Request Information Displays information about the off-process request. Not applicable
    Off-Process Request Type Indicates the off-process request type. Not applicable
    Creation Mode Indicates the mode in which the offset request is created. The valid values are:

    • Automatic

    • Manual

    		 Not applicable
    Parent Person ID Indicates the parent customer (.e. person whose person type is set to Parent Customer) whose off-process request you want to edit. No
    Comments Used to specify the comments for an off-process request No
  4. Modify the details of the off-process request, if required.
  5. Define, edit, or remove off-process request details from the off-process request, if required.
  6. Define, edit, or remove characteristics of the off-process request, if required.
  7. Click Save.
    The changes made to the off-process request are saved.

Related Topics

For more information on... See...
How to search for an off-process request Searching for an Off-Process Request
Off-Process Request screen Off-Process Request (Used for Searching)
Off-Process Request zone Off-Process Request
How to define a characteristic for an off-process request Defining a Characteristic for an Off-Process Request