Working with Requests in Nano
Before you start
Read Introducing Nano before continuing.
This topic provides an overview for working with requests in Nano.
More detailed information is available in:
- Request Details in Nano - descriptions of the fields on the request details window and how use the Status field to perform actions on the request.
- Requests Outstanding in Nano - how to view all requests requiring your attention and perform actions on them from the table of results.
- Request Search in Nano - how to search for requests and perform actions on them from the table of results.
Overview
Log a request by selecting New Request from the My Options menu, then complete the call details and press Save.
Search for a request using the Search or Outstanding windows, or by typing the call number into the Quick Search.
Update a request by updating the request fields and then press Save.
Authorize a request by updating the Request Status field with a status configured with the Authorize function and then press Save.
Assign a request using any of the following methods:
- Open the request details, select an analyst or group in the Assign To field and then press Save.
- On the Search or Outstanding window, select the request record, press on the toolbar, complete the request forward details and then press OK.
- On the Search or Outstanding window, right-click the request record, select Forward, complete the request forward details and then press OK.
Close a request using any of the following methods:
- Open the request details, change the Request Status field to a status configured with the Close function and then press Save.
- On the Search or Outstanding window, select the request record, press on the toolbar, complete the request close details and then press OK.
- On the Search or Outstanding window, right-click the request record, select Close, complete the request close details and then press OK.