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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Change Request Status

  • Updated:

This article will show you how to change the status of requests in different views, as well as multiple requests at once. 

 

Important Notes

  • Internal personnel are not able to change the Acknowledged, Closed, or Reopened statuses.
  • A request can only be changed to the Closed status by an Owner or Manager on the organizational account.
  • A Closed request status can only be changed to Open. Acknowledged, In-Progress, and Needs Review are not available options.
  • An Archived request cannot be reopened. 

 

 

Article Navigation

 

Not finding what you are looking for? View additional resources

 

Checkbox Instructions

  1. Navigate to the Requests tab.
    requests tab.
  2. Check the requests you wish to modify.
    select request checkboxes.
    • Note: To change requests in bulk, select multiple checkboxes before moving on to the next step. 
  3. Click Change Status at the top.
    change status button.
  4. Select the appropriate status.
    select new status.
    • Open: The request is accepted into the organization 
    • Acknowledged: A member of the organization has acknowledged that the request exists
    • In Progress: Indicates that the request is actively being worked on
      • Note: This status is displayed internally only
    • Needs Review: Let other members know the request is being reviewed internally
      • Note: This status is displayed internally only 
    • Closed: The request has been completed and will automatically be archived with seven days of inactivity with status updates and further commenting
  5. Add a comment.
    add a comment.

    • Internal-only comment: When the status of a request is changed to In Progress or Needs Review, internal personnel will be required to add a comment that will be internal-only. This comment can be associated with an assignment and/or a mention back to an Owner or Manager, or simply an internal comment.

    • Public comment: When the status of a request is changed to Acknowledged, Closed, or Reopened, you will be required to add a comment that will be public.

    • Insert Prepared Content: You can select prepared content from the list to add to the comment.
  6. If desired, select Choose File to upload a supporting file.
    choose file button.
  7. Click Update to change the status of the selected request(s).
    update button.

 

Go to Article Navigation

 

Inside the Request Instructions

  1. Navigate to the Requests tab.
    Requests tab
  2. Select the request you wish to modify.
    select request
  3. Select the appropriate status along the status bar.
    status bar
    • Open: The request is accepted into the organization 
    • Acknowledged: A member of the organization has acknowledged that the request exists
    • In Progress: Indicates that the request is actively being worked on
      • Note: This status is displayed internally only
    • Needs Review: Let other members know the request is being reviewed internally
      • Note: This status is displayed internally only 
    • Closed: The request has been completed and will automatically be archived with seven days of inactivity with status updates and further commenting
  4. Insert Prepared Content or Add a Comment.
    New assignee and comment section

    • Internal-only comment: When the status of a request is changed to In Progress or Needs Review, internal personnel will be required to add a comment that will be internal-only. This comment can be associated with an assignment and/or a mention back to an Owner or Manager, or simply an internal comment.

    • Public comment: When the status of a request is changed to Acknowledged, Closed, or Reopened, you will be required to add a comment that will be public.

    • Insert Prepared Content: You can select prepared content from the list to add to the comment.
  5. If desired, select Choose File to upload a supporting file.
    choose file
  6. Click Update.
    Update button

 

Go to Article Navigation

 

Quick Update from the Request Page

    1. Navigate to the Request tab.
      Requests tab
    2. Select any white space on the desired request.
      select white space
    3. Select Change Status.
      change status
    4. Select the appropriate status.
      select status
      • Open: The request is accepted into the organization 
      • Acknowledged: A member of the organization has acknowledged that the request exists
      • In Progress: Indicates that the request is actively being worked on
        • Note: This status is displayed internally only
      • Needs Review: Let other members know the request is being reviewed internally
        • Note: This status is displayed internally only 
      • Closed: The request has been completed and will automatically be archived with seven days of inactivity with status updates and further commenting
    5. Insert Prepared Content or Add a Comment.
      add a comment

      • Internal-only comment: When the status of a request is changed to In Progress or Needs Review, internal personnel will be required to add a comment that will be internal-only. This comment can be associated with an assignment and/or a mention back to an Owner or Manager, or simply an internal comment.

      • Public comment: When the status of a request is changed to Acknowledged, Closed, or Reopened, you will be required to add a comment that will be public.

      • Insert Prepared Content: You can select prepared content from the list to add to the comment.
    6. If desired, select Upload Photo to upload a photo.
      add a photo
    7. Select Update Status.
      update status

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