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.
- Locate the request from a workload page, the Requests & Decisions page, or from the Request History tab on the User Summary page.
- Click the Project Name to reach the Request Summary page.
- Click the Advanced Options drop-down menu.
- Click Revert Status.
- The Revert Status drop-down menu to the left shows the status to which the request will revert. This will be the previous status of the request as it must be reverted one status at a time.
- The Revert Status drop-down menu to the left shows the status to which the request will revert. 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. Click Revert Status until the request reaches the desired status.
- If a request has evaluations data and it is reverted 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 before the request can be reverted past the follow ups assigned status.
- If a follow up form has already been submitted, revert it back to draft status in order to delete it.
- 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, the application cannot be reverted past the application submitted status.
- If a request with a decision is synced with CommunitySuite, the status cannot be reverted.