Member Change Request

Owned by Annick Chiasson
Last updated: Sept 24, 2024 by Gilles Taillon
2 min read

In the Tasks menu, you can select Manage Requests. A search engine detects potential duplicates when a new profile is created. If the system detects a potential duplicate, it will automatically flag the profiles.

Manage Requests Dashboard: From the home page, select Member Change Request. You can search by entering in full or partial information into the search box or you can also sort using the directional arrows located in each of the columns.

  • Submission date: The date the request was made on

  • Requested by: Who made the request

  • Organization: The organization that made the request

  • Member: The participant the change it made for

  • Date of birth: A date of birth for the participant

  • Status: The status of the request

Click on the line item so the side panel will open. Either click on the Acton button or the button to Manage Approval.

Select Refuse or Approve, then click to Confirm your selection.

 

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