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Version: 3.1

Update a resource request's status

Overview​

This flow describes how to change the status of a resource request in Care. The flow also describes how to assign the request to a user. Care uses one form for every status change. To approve, to reject, or to cancel a request, select the new status in that form.

Pre-requisites​

  • You created the resource request, or another facility sent the request to your facility.
  • You belong to a facility organization connected to the request.

Permissions​

Note: Care does not have a dedicated permission for this action. Anyone who belongs to a facility organization connected to the request can change its status. See Resource Request.

Steps​

1. Open the request​

Open the request. See View resource requests.

2. Select Update Status​

Care opens the same form that you use to create a request. Care fills in the current details.

3. Choose the new status​

Select a new value in the Status field. The values are Pending, Approved, Transportation to be arranged, Transfer in progress, Completed, Rejected, and Cancelled.

Note: Care does not restrict which status can follow which status. You can set any status at any time.

4. Assign the request to a user​

This step is optional.

Set the Facility for Care Support to the facility of the user. Select the user in the Assigned to field.

5. Submit your changes​

Select Submit.

Expected Outcome​

  • Care saves the new status.
  • Care saves the assigned user, if you set one.
  • The details of the request and the list of requests show the new status.

Concepts:

Flows: