Inquiry Summary Actions

Actions

The following actions can be accessed by selecting at the top of the Inquiry Summary page.

Ready for Review

Select Ready for Review to identify the inquiry as ready for review. This action is only available for a new inquiry. The status changes to Inquiry ready for review.

Claim Inquiry

Select Claim Inquiry to assign the inquiry to yourself.

Note:

This option is only available if the inquiry has not been claimed and a user has the 'Claim/Assign Inquiry' permission assigned in Security Administration.

Edit Assignee

Select Edit Assignee to change the person assigned to the inquiry. Select or search for a person to designate as an assignee. To un-assign the inquiry, Select None. Select Save. Select this option to print a summary of the Details page. After selecting, another browser window opens with a preview of the document and print options.

Note:

This option is only available if a user has the 'Claim/Assign Inquiry' permission assigned in Security Administration and the inquiry has been already assigned.

Print Summary

Select Print Summary to print a summary of the Details page. After selecting the option, another browser window opens with a preview of the document and print options.

Delete Inquiry

Select Delete Inquiry to delete an inquiry. Select Delete on the confirmation page.

Note:

This option is only available if a user has the 'Delete Inquiry' permission assigned in Security Administration.