Editing an Existing Requester - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Creating-an-ROI-Request/Entering-Information-into-the-Request-Form/Adding-Requester-Information-to-a-Request/Editing-an-Existing-Requester - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Existing requester information can be updated as needed. The process below outlines how to edit an existing requester.

Note:

Editing a requester does not affect existing requests associated with that requester. Requester information is not updated on requests created prior to the changes.

To edit an existing requester:

  1. From the request form, click the Lookup button.

    The Requester Lookup dialog box is displayed. Available requesters are listed in the Requesters list.

  2. Using the Search Requesters filter field, enter information about the requester. The available columns determine what information you can use to search for a requester:

    • Name

    • Location

    • Company

    • Phone

    • Fax

    • Email

    • Relationship

    The list is filtered as you type.

  3. Select the requester whose information you want to update.
  4. Click the Edit button from the Release of Information tab.

    The Edit Requester dialog box is displayed.

  5. Update the information as needed.
  6. Click Save when you have completed your changes.