Change Requests

Created On
Last Updated On
byDarpan Mistry
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Purpose

Change Requests module enables the admin to manage the request sent by the user to change the personal information such Email ID. When the user changes the information from their panel, a request will be sent to the admin for the changing the info. Admin will have the option to accept or reject information. On accepting the information will be change based on the provided change request. On rejecting, the information will remain the same as that of the original info.

Navigation Path

Path: Requests & Approvals > Change Requests

Listing Screen

View list of all the Change Requests that were requested by the Users. Admin will have an option to view Change Requests in detail and Approve/Reject the request. Admin will be able to search the Change Requests using the text search filter option this is provided in the list.

Text Search Filter: Admin can search from the list using the text inputs provided below.

Option to Conditional search, refresh, export

Conditional Search/Filter: User will be able to search using below pop-up

  • Admin will be able to search conditionally i.e. the search must satisfy the conditions “Any” or “All” based on the selection
  • Multiple Field conditions can be added by clicking on “+” Button
  • Field conditions can be removed by clicking on “-” Button
  • Admin will have the option to select which field the input data needs to be compared and  searched upon
  • Criteria needs to be set to compared with inputted data text input. List of Criteria are mentioned below:
  • Text area will be provided to enter the data to compare and search in the listing.

Export

  • Admin will have the option to export data in excel and PDF format
  • Admin can either select the columns  or all the columns based on the need
  • Admin can either export the current page records or all the record

View Change Requests

User can view the details of Change Requests that was requested by the users. Admin can view the following info

  • Summary: It consists of the information about the Change Requests that include Original Values & Changed Values
  • Admin will also be able to Approve, Decline, or Discard the requests.
  • On approving the request, the values will replace to changed values.
  • On declining the request, the values will remain as per the original values.
  • On Discarding, no action will be taken and the user will be redirected to the listing page.
  • Admin will have the option to add any remark while approving/declining the request.
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