Open Individual Request

All individual constituents associated with research requests are listed on the Individual Requests tab of the Research Request Management page. Unlike the Request Queue tab, the Individual Requests tab allows you to deal separately with each individual included in a request instead of the request as a whole. If you prefer dealing with the request as a whole, see Open Requests.

View open individual research request

Assign researcher to open individual research request

Change the researcher currently assigned to an open individual research request

Unassign a researcher from an open individual research request

Designate an open individual research request as “In progress”

Designate an open individual research request as “Complete”

Reject an open individual research request

View research request record

Add a new individual research request from the Research Request Management page

Edit a specific constituent from an existing prospect research request from the Research Request Management page

 

 

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