Admin – Workflows

Common end-to-end flows for processing requests quickly and consistently.

Verify & fulfill a request

1. Open a row from the Request Queue.
2. Review Summary and check Payment (if applicable).
3. If info is missing, post a Public Reply describing exactly what’s needed.
4. Upload the record(s) in Fulfill Request.
5. Click Send Documents to Requester.

Details with Verified badge

Update status & track history

1. Move requests

New → Processing → Awaiting Info → Fulfilled → Awaiting Info → Completed (or Awaiting Info / Rejected).

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2. Status History

Displays who changed what and when.

Request additional information

• Public Reply to request school/recipient details or authorization.
• Optionally add an Internal Note with follow-up plan and deadline.
• If your policy requires it, note possible auto-cancel timing.

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