Release

Access Release Requests

To process a release request, navigate to the Tasks menu and select Manage Requests.

Open

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

Open

1. Check the box next to the release request.

2. Select the member to open the right-hand side panel.

3. Click "Manage Approval."

4. A window will prompt you to either refuse or approve the release request.

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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.