Access Release Requests
To process a release request, navigate to the Tasks menu and select Manage Requests.
Displaying Release Requests
A list of release requests will appear, providing quick access to the following details:
Date submitted: date and time the request was made
Created by: name and e-mail address of the requester
Organization: both the incoming and outgoing organizations
Member: name, member number and gender
Date of birth: date of birth, and age of the member
Status: the current status of the release request
Check the box next to the release request.
Select the member to open the right-hand side panel.
Click "Manage Approval."
A window will prompt you to either refuse or approve the release request.
Processing a Single Request for Release
Click on the Release request box.
Select the member to open the right-hand side panel.
Click on Manage Approval.
A window will prompt you to either Refuse or Approve the release request.
If refusing, provide a note explaining the reason and confirm the refusal.
If approving, confirm the request.
Upon completion, a confirmation message will appear.
Batch Processing of Release Requests
Under Tasks > Manage Requests > Release, select all desired members by ticking the box next to each or by using the Manage All option.
Once you have completed your selection, a side panel will open to your right, allowing you to manage the approval of release requests.
Click on Manage Approval.
Choose from three options:
Refuse: Provide a reason for refusal.
Approve: Confirm your decision.
Skip: Postpone approval for later review.
