Editing a Request

However a request arrives, keeping it up to date is core day-to-day work. The open request is arranged in panels — Summary, Details, People and Work Order — and each has its own Edit button that opens a small dialog for just that part of the request. This keeps every change focused and auditable rather than putting the whole record into edit mode at once.

Summary

The Summary panel holds the request’s title and description — the plain-language account of what is wanted. Edit it whenever the scope of the request changes or the original wording needs to be clearer.

Open the request
Click Edit on the Summary panel to change the title and description
Make the title more specific
Add more detail to the description
Click Save to store the change

Details

The Details panel is how the request is classified: its priority, the source it came from, the topic and class that place it in the request taxonomy, and whether it is billable to the OMC or the owner. Good classification is what makes the request analysis and the filtered views useful.

Open the request
Click Edit on the Details panel
Raise the priority
Correct how the request was logged
Choose the category the work falls under
Choose the topic that best fits the request
Choose the class within that topic
Set who is billed for the work
Click Save to store the details

People

The People panel links the request to a unit and a contact, and names the team member who owns it. The contact list is limited to contacts of the chosen unit, so pick the unit first — changing it clears the contact.

Choosing a different contact brings up the same Keep Contact Informed choice used when raising a request — Follow or Link Only, defaulted the same way. It only appears when the contact changes, and only applies to the newly chosen contact. The previous contact stays a follower if they were one; remove them under Followers if they should no longer be mailed.

Open the request
Click Edit on the People panel
Open the unit picker
Choose unit TGO01
Open the contact picker - it is limited to contacts of that unit
Choose the contact who reported it
Click Save to store the people

Work Order

The Work Order panel names the supplier carrying out the work and records the expected cost against one or more budget codes. It is the basis for the supplier instruction and for checking the eventual invoice.