The status of a request may need to be reverted for various reasons. For example, if a request was accidentally denied or if you need an applicant to submit a form again. Follow the steps below to revert the status of a request.
- Locate the request from a workload page, the Requests & Decisions page, or from the Request History tab on the User Summary page, and click the Project Name for the request.
- Click the Advanced Options drop-down.
- Click Revert Status.
- The Revert Status drop-down to the left shows the status the request will revert to. This will be the previous status of the request, as it must be reverted one status at a time.
- The Revert Status drop-down to the left shows the status the request will revert to. This will be the previous status of the request, as it must be reverted one status at a time.
- The request should now have the previous status. Continue clicking Revert Status until the request reaches the desired status.
- If a request has evaluations data and you revert past the evaluations assigned status (e.g. back to the application complete status), the evaluations data will be deleted for that request.
- If a request has follow ups assigned, each assigned follow up must be deleted, and first reverted back to the assigned/draft status if already submitted, before the request can be reverted past the follow up(s) assigned status (e.g. back to the approved status). Please refer to Revert the Status of a Follow Up for more details.
- For a request in the application submitted status, the request can also be reverted back to application draft when viewing the application by clicking Application Incomplete at the bottom of the form.
- If a request is manually entered, you will not be able to revert the request past the application submitted status.
- If a request is synced with CommunitySuite, the status cannot be reverted.