To batch close, the status of the request must be Approved or Follow Up(s) Assigned. Keep in mind that a request with a status of Follow Up(s) Assigned could have follow up forms that are still in a draft or submitted status. When a request is closed, any assigned follow ups not already marked complete will be automatically be marked complete and cannot be deleted.
- Click into the Follow Ups Complete workload page. Note that requests with follow up forms on this workload page could also have follow up forms in a draft or submitted status, so be sure to double check before closing. Another option is to go into the All Open Approvals workload page. This workload page can also contain requests with follow ups in draft and submitted statuses, so always make sure to double check which requests you are closing.
- Check the boxes for the requests that you want to close.
- Click Batch Options at the bottom of the list.
- Select Close Requests.
- Enter an optional comment (this will appear as a request comment for each request you're closing).
- Agree to the warning that there is no batch undo, and click Close Requests.
Closing a request means nothing else needs to be done to the request and removes it from the dashboard.