Request Statuses - 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/Request-Statuses - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

The Active Requests list in the Release of Information layout displays open requests, which may have one of the following statuses:

Status

Description

Initiated

A request that is able to be modified.

Pending Approval

A request that was submitted for approval. Requests with this status are read-only. Only the Comments field can be edited.

On Hold

An in-progress request that has been placed on hold until the user working on the request is ready to begin working on it again. Requests with this status are read-only. Only the Comments field can be edited.

Pending Billing

Indicates that work on the request is complete and that an invoice needs to be sent to the requester. Requests with this status are read-only. Only the Comments field can be edited.

Awaiting Payment

A request that contains a balance due from the requester after the invoice has been sent. Requests with this status are read-only. Only the Comments field can be edited.

Pending Delivery

A request that is paid for and can be delivered to the requester. Requests with this status are read-only. Only the Comments field can be edited.

Pending Packet

A request that is in the process of being finalized and currently creating the packet of attached documents. Requests with this status are read-only. Only the Comments field can be edited.

Not Approved

A request that was submitted for approval but was sent back. A request that is not approved indicates a user should modify the request in some way before it is resubmitted for approval.

Note:

Requests with a status of Canceled, Rejected, or Completed are not displayed in the Active Requests list. To view these requests, use the search functionality. For more information, see Searching for a Request.

In some instances, an icon may be displayed next to the request status in the Active Requests list. The table below lists the icons that may be displayed next to a status.

Icon

Description

Not Approved

A request that was not approved after the request was submitted for approval. Something on the request should be changed before submitting the request again.

For more information on the approval process, see Approving Requests.

Tip:

The Comments field on the Request Form may contain a reason the request was not approved.

Awaiting Packet Creation

A packet for the request is currently being prepared and compiled.

For more information on packet creation, see Finalizing a Request.

Creating Packet

A packet for the request is currently being created.

For more information on packet creation, see Finalizing a Request.

Error Creating Packet

There was an error before or during packet creation. For more information, contact your system administrator.

For more information on packet creation, see Finalizing a Request.

Retrieving External Documents

The request is currently gathering documents from an external source.

For more information on external system document retrieval, see ROI and Report Capture for Meditech.

Tip:

To expedite the process, you should not have the request opened. The Attachments list cannot be updated if the request is locked. For more information on request locks, see Managing Locks.

Document Retrieval Complete

The request has completed gathering external documents.

For more information on external system document retrieval, see ROI and Report Capture for Meditech.

Error Retrieving Documents

There was an error retrieving external documents for this request. For more information, contact your system administrator.

For more information on external system document retrieval, see ROI and Report Capture for Meditech.