Receiving requests
When a request is sent, the recipient receives it in their inbox.
Double-click on the unread record to open the request.
If a record with a request is unread, the request dialogue automatically appears when the record is opened. If the record has already been accepted, the request is marked as read and can be accessed by clicking the request icon on the record.
The recipient has the following options upon receiving the request:
Accept the request
Click on Accept request to accept the request. Once the request is accepted, you can reply in various ways.
The request recipient or receiving unit is automatically set as the request executor. It is possible to change the request executor later.
When the request has been accepted, it is noted in the log in the top right corner of the window.
Accept and comment on the request
Select Accept request with comment to open a dialogue where you can comment on the request. This can be useful, for example, if you need to formally specify the conditions for accepting the request.
| If the recipient wishes to accept the request, but disagrees with one or more of the conditions, they can contact the requester, e.g. via a chat on the record to which the request is linked. |
Request recipient or receiving unit is automatically set as the request executor after clicking Accept request with comment. It is possible to later change the request executor.
The comment will appear in the log and the request creator will be notified in their inbox.
Once the request is accepted, you can respond to it in various ways.
