This guide will take give you an overview of the most common actions that you will take working on a request in NextRequest. Click the link under each section to go to the full task.
Task 1: Create a test request
In order to test out the various features in NextRequest you will need to first create a test request. This task will walk you through how to do so.
Task 2: Find the notification email and go to request
This task will walk you through receiving the notification for the test request you created in Task 1.
Task 3: Add another member of your team as support staff
You can ask other people to assist you with fulfilling a request and in some cases you may be asked to help with requests that somebody else is responsible for. In this task you’ll add another user as Support Staff.
Task 4: Post an internal message on the request
As part of fulfilling a request you may need to communicate with other staff working on the request. You can post an internal message on the request that will only be viewed by other internal users, not the requester (or the public). Learn how to do so:
Task 5: Upload a document to the request
You can upload documents and release them to a requester, all within NextRequest. The requester can log into the system and download the files or view them within NextRequest. To upload a document follow the steps in this task:
Task 6: Release the document
Once documents are ready to release you can choose to release them to the requester only or to the entire public. To release a document follow the steps in Task 6:
Task 7: Post an external message on the request
You can use external messages to provide information to the request. You can use these messages to do things like give the requester a time or cost estimate, or to clarify the scope of the request.
Task 8: Close the request
When you are done fulfilling the request you can close it out and notify the requester. To close the request follow the steps in Task 8:
Task 9: Publish the request
You can see the request visibility in the visibility bar at the top of the screen. You can select the visibility that best fits the request; for example, you can restrict access for sensitive requests or you can publish for everyone if the request is appropriate for the public. To publish a request follow these steps: