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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Change a Request Category

  • Updated:

 

Overview 

Occasionally it may be necessary to change the Request Type of a Request in the Request Tracker. This is possible to do with published and archived Requests.
  

Important Note

  • All sales before July 1, 2020 will have this version of CRT™. If your contract started after this date, please view the information for the new CRT package.

 

Instructions

  1. Navigate to Modules > Content > Request Tracker
    The RequestTracker on the modules menu.
  2. Select the Category with the Request you want to edit
    A list of RequestTracker categories.
  3. Click Actions next to the desired Request
    The request's actions button.
  4. Click View Details
    The view details option on the Actions menu.
  5. Click Category and select the appropriate Category
    The select category option.
  6. Type the Reason for moving the request
    Reason for the category change text field.
  7. Click Change Category and respond OK to the pop-up prompt
    The Change Category button.

Feedback About the Article

Let us know what was helpful or not helpful about the article below.

2 comments

Date Votes
  • Susan Alexander

    If the cc mail gets assigned when the resident selects a category, how does one change the cc mail after the category has been changed? A resident entered a concern as a code violation when in reality, it is a police matter. The category and request type were changed to the police, they received notification when those changes occurred, but no matter what is tried, can't get the CC Email List to change to the police.

    0
  • Becca Drake

    Hi Susan,

    Please reach out to our Support team for this particular request by following: https://www.civicengage.civicplus.help/hc/en-us/requests/new. I will update the article to add more information as it becomes available.

    Thank you,
    Your Help Center Team

    0

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