Assigning a Request - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Opening-Release-of-Information/Assigning-and-Unassigning-Requests/Assigning-a-Request - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

While only one person can access a request at a time, multiple users may attempt to access and modify a request over a period of time if the request is unassigned. Assigning a request can help avoid confusion by restricting the request to only one user.

Depending on your privileges, you may only be able to assign requests to yourself. If you have sufficient privileges, you can assign requests to other available users.

To assign a request:

  1. Do one of the following:
    • From the Active Requests list of the Release of Information layout, select one or more requests.

    • Retrieve and open the appropriate request.

  2. Click the Assign button on the Release of Information tab.

    If you have privileges to assign requests to other users, the Assign Request dialog box is displayed. Otherwise, the requests are assigned to you.

  3. If applicable, select a user to assign to the request from the drop-down list.
    Note:

    Availability of users depends on user rights. For example, if a facility is selected for the request, the drop-down list does not display users who do not have rights to that facility.

  4. Click Assign. The request is saved and assigned to the selected user.