Search Off-Process Request

The Search Off-Process Request zone allows you to search for an off-process request using various search criteria. It contains the following two sections:

  • Search Criteria - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Search By Used to indicate whether you want to search for an off-process request using the off-process request or adjustment/billable charge details. The valid values are:
    • Request Details

    • Adjustment/Billable Charge Details

    Note: By default, the Request Details option is selected.
    Yes
    Off-Process Request ID Used to search a particular off-process request. No
    Created From Used to search off-process requests which are created from a particular date onwards.
    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Created Until Used to search off-process requests which are created till a particular date.
    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Off-Process Request Type Used to search off-process requests using a particular off-process request type. No
    Status Used to search off-process requests with a particular status. The valid values are:
    • Approval In Progress

    • Draft

    • Processed

    • Rejected

    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Parent Person ID Used to search off-process requests which include adjustments or billable charges of a particular parent person.
    Note:

    The Search The Search Icon icon appears corresponding to the Parent Person ID field. On clicking the Search icon, the Person Search window appears.

    This field appears when the Request Details option is selected from the Search By list.

    No
    Creation Mode Used to search off-process requests which are created using a particular mode. The valid values are:
    • Automatic

    • Manual

    Note: This field appears when the Request Details option is selected from the Search By list.
    No
    Note: You must specify at least one search criterion while searching for an off-process request.
  • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Creation Date Time Displays the date and time when the off-process request is created.
    Off-Process Request Information Indicates the information about the off-process request.
    Note: It has a link. On clicking the link, the Off-Process Request screen appears where you can view the details of the respective off-process request.
    Parent Person Information Indicates the information about the parent person. In addition, this column has a context menu which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.
    Created By Indicates the user who has created the off-process request.
    Status Indicates the status of the off-process request. The valid values are:
    • Approval In Progress

    • Draft

    • Processed

    • Rejected

    Creation Mode Indicates how the off-process request is created. The valid values are:
    • Automatic

    • Manual

    Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

Related Topics

For more information on... See...
How to search for an off-process request Searching for an Off-Process Request
How to view the off-process request details of an off-process request Viewing the Off-Process Request Details of an Off-Process Request
How to create an off-process request Defining an Off-Process Request