Take on administration
PA/Admin Practice Admin
The Take On Request Administration page can be accessed from the Take On menu. It can be used to review and access all requests – saved, submitted and approved.
Clicking on the name of the request will access a review page that details the people, organisations and clients that have been requested. It is also possible to view the details of any of the elements of the request. For Engagement details it is also possible to view and complete any associated questionnaires.
The Validation Process
The validations area can be accessed from the Validate Request page in the Take On menu. It provides access to all submitted requests.
The Validations page consists of three tabs:
| Tab | Description |
| All | Displays all Requests awaiting validation. |
| Mine | This displays all validations that the user who is logged in has been working on. |
| Unassigned | This displays all the requests that have not yet been looked at by any of the validators. Once an unassigned request is selected (by clicking the description) it will, in future, be listed in that staff members validations list. |
To open the request that requires validation click the Request Name or the Validate action.
The validator can review each section of the request and make any changes that may be required.
Clicking the Take Ownership action will assign the validation of the request to the logged in user.
Validation Options
Following a review of the request, the validator has the following options:
| Button | Description |
| Approve | If all the required information has been entered correctly, and any similarities if they existed have been investigated, the submission can be validated by clicking Approve. The submitted contact data will be entered into the database. |
| Return to Requestor | If the information submitted is incomplete or incorrect, the submission can be returned to the requester and more information added or amended as appropriate. The reason for the request being returned must be entered into the 'Information Required field' and then the Return clicked. It is possible to add further notes into the Notes field. |
| Reject | If the information in the request is incorrect or an existing contact is duplicated, the reject option can be used. The reason for the request being rejected must be entered into the Rejection Reason field and then Reject clicked. It is possible to add further notes into the Notes field. Once rejected the request cannot be edited or resubmitted. |
A rejected request cannot be amended and re-submitted.
An option to check for duplicates is available during the validation process. Clicking Approve, Reject or Return will return to the main Validations page.
My Offices Request Validations
The office validation page shows all current submitted requests from staff members in the same office as the person that is currently logged in and is completed in the same way as the Validation section.
Take Ownership
If the need arises to change the staff member validating the request, it can be done though the Take Ownership action on the Validation pages or through the Unassign Request Validations page under the Take On menu. Once the Request has been unassigned it can be validated by any validator.