Compliance

How to Create a Customer Request Response

Updated on

Open the desired Customer Request

Customer Request CRQ-00003 : Patti's Pancake Shop

Click "Create Resolution Response"

New Document
  1. Select Customer Request Response
  2. Click the Chevron

Solution

Customer Request Response
  1. Briefly describe what was done to resolve the Customer's Request
  2. Attach any relevant information that is to be shared with the customer
  3. Attach or describe anything additional that is NOT TO BE SHARED WITH THE CUSTOMER

1. Submit for Approval

Customer Request Response

Click "Submit for Approval"

2. Submit for Approval (Screen 1)

Customer Request Response CRQ-00003 : Patti's Pancake Shop

Click the Chevron

3. Submit for Approval (Screen 2)

Customer Request Response CRQ-00003 : Patti's Pancake Shop
  1. Click the desired approver
  2. Click the top arrow to add to the "Selected Approvers" box
Customer Request Response CRQ-00003 : Patti's Pancake Shop

Click the Chevron

4. Submit for Approval (Screen 3)

Customer Request Response CRQ-00003 : Patti's Pancake Shop
  1. Review that the correct approvers are selected
  2. Add anyone for additional notification (email) that the request has been submitted for approval
  3. Click "Confirm Submit"

5. Success

Customer Request Response CRQ-00003 : Patti's Pancake Shop

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