Submit take on requests

PA/Admin Practice Admin

Once a request has all of the necessary information it can be submitted by clicking Submit ready for validation.

Any partial requests will be saved until they are submitted. Any changes that have been made but not saved by clicking Save will not be saved.

The Request is the most basic level or stage within Take On. It is also the first step in creating a new contact and/or client. Any staff member with the Request permissions can create a new request by entering the necessary information into the online request form which is then submitted for Validation.

Once a request has been submitted it must be validated to appear within any contact/client* searches.

• A new client will only appear in the client search if all necessary validations have been approved. This will also depend on whether Questionnaires are being used.

• The My Take On Requests page is an area that allows you to access any saved or submitted requests. It can be found on the Take On menu.
• Saved requests can be loaded for editing by clicking the contact name or can be deleted using the Delete option from the Action menu next to each request.
• Submitted requests can be viewed by clicking the Request name.
• Requests can be searched for using the search field at the top of the page

Requests Created from Prospects

• When an opportunity is marked as closed on a new prospect, Practice Engine will convert the prospect details into an Take On Request. This request will be saved in the Take On Requests list for the person who created the prospect and can be edited, submitted and validated in the same way as any other request.