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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.

Close a Request (New CRT)

  • Updated:

This article will show you how to close a request in the new Citizen RequestTracker (CRT). 

 

Who can use this feature?

System Admin Slash Owner

 

 

Important Note  

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

 

Instructions

  1. Navigate to Modules > Content > RequestTracker
    navigate to the RequestTracker module
  2. Select the Request Type that has the request you need to close
    select a request type
  3. Click Actions next to the Request you want to close
    request actions button
  4. Select Close
    request actions menu, close
  5. A pop-up will appear to allow for comments; if desired, add a comment
    add a comment text box
  6. Click Save, even if you do not want to add a comment
    comment pop-up save button
  7. Reply OK to the pop-up that says Closing a request means no further comments may be added
    confirm close request pop-up, okay button
  8. A new pop-up will appear; reply OK or Cancel to the pop-up that asks Do you want to send an email for this action?
    send an email pop-up, okay or cancel buttons
    • OK: Sends an email
    • Cancel: Prevents an email from being sent to the submitter and CC Email List
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