Admin Set-up Guide
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      Lesson 5: Testing a Request

      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. 

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      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.

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      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.​

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      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:

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      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:

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      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:

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      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.​ ​

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      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:

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        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:

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