Note an Action Request Sent to the Involved Organization
1. Open the Click to Add Request Details link.
2. Choose the appropriate description for the requested action from the Request Type lookup list.
3. If there is a tracking or other ID number, enter it in the Reference Number field.
4. Enter the date the request was made in the Assigned Date field.
5. Select the record of the person who has been administered the request from the Request Assigned To Person pick list. If a Person record does not already exist for the individual, use the Quick Add function to create one.
6. When the action is complete, input the Completed Date.
