Access permanent release requests
To process the permanent release request, go to the Tasks menu and select Manage Request.
Displaying release requests
The list of release requests will be displayed, allowing you to view the following information quickly:
Date submitted: date and time the request was made
Created by: name and e-mail address of the person who created the request
Organization: the incoming and outgoing organization will be displayed
Member: name and number of the member for whom the release request is made
Date of birth: date of birth and age of the member for whom the release request is made
Release request status
Processing a single request for permanent release
Select the Release request box.
Select the member to open the right-hand side panel.
Click on Manage Approval.
A window will allow you to Refuse or Approve the release request.
If you refuse, you must add a note indicating the reason for the decline and confirm the refusal.
If you approve, the system will ask you to confirm your approval.
Once completed, the system will display a message confirming that the request has been updated.
Batch processing of permanent release requests
If you would like to batch-approve the approval requests you receive, follow these steps:
In the menu Tasks - Manage Request - Permanent release, select all the members you want to renew by ticking the box to the left of each one. You can also select all members by clicking the top blue box or Manage All.
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.
Three options are available to manage the approval of release requests.
Refuse: you must add a note indicating the reason for refusal.
Approve: you will be asked to confirm your choice.
Skip: allows you to skip the approval of a request, enabling you to return to it later.
The following request will be displayed once you have processed a request by approving, refusing, or skipping it.
