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Copy a Request

You can copy the request whose details you are viewing to use it as a template for a new request.

Follow these steps:

  1. Click Home, Requests.

    The Requests page appears.

    Note: If applicable, click the My Requests drop-down list on the Requests page to display requests. The Requests page can either display requests directly or provide access to them indirectly through the My Requests drop-down list. Administrators optionally configure the page to use either setup.

  2. Click the list of requests that contains the request that you want to copy. For example, if you want to copy a completed request, click Completed Requests.

    The list of requests appears.

  3. Click the name of the request that you want to copy.

    The Request Details window for this request appears.

  4. Click the Copy button.

    You are prompted to enter the name of the new request.

  5. Enter the new name and click OK.

    A new request is created, with the same values in the request information fields and the same requested services as the request being copied.

    In the request information fields, the Requested By user is the user who copied the request, and the Requested For user or account is copied from the original request.

    The Edit Request window appears for the new request.

    Note: The notes and attachments for the original request are not copied to the new request. The status of the new request is Not Submitted, so that you can delete the existing services or add new services in the request.

  6. Complete the fields as needed and click Save.