Override Request Window

Purpose

Use the Override Request window to request a tag for a discretionary edit or to view tags already created for a discretionary edit.

Navigation

To open the Override Request window:

On the Discretionary Edit tab of the Error Worksheet window, click Process Edit.

–OR–

On the Discretionary Edit tab of the Error Worksheet window, click View Tags. If you open the window using this method, only the View Tag tab appears.

Detailed Description

The Override Request window is composed of the following:

Create Override Tab

Use this tab to create a tag if you have the appropriate level of permissions or to create a tag request that appears on the Work Management Control Panel window.

Override Request window, Create Override tab element descriptions

Window element	Usage
Send Request	If you want to send a tag request, complete this section of the window. Send to Queue—Click to select a queue to send the tag request to. The queues you select appear in a list. Send to User—Click to open the Search User window, and select a user to send the tag request to. The queues you select appear in a list. Request Comment—Enter the message you want to send with the tag request. Due Date—Enter the date by which the tag request should be handled. Priority—Select the priority of the tag request. Return Receipt—Select to be notified in your personal queue when an action has been taken on the request. Send Request—Click to send the tag request based on the information you entered.
Create Tag	If you want to create a tag yourself, complete this section of the window. Approval Level—Displays your approval level. This level must be equal to or greater than the level specified at the top of the window. Approve—Select if you want to approve the discretionary edit. Deny—Select to deny the discretionary edit. Defer—Select to defer the tag request. Reason—Select the reason for your approval, denial, or deferral. Tag Comment—Enter a comment regarding the tag. Create Tag—Click to create the tag based on the information you entered.
Cancel	Click to close the window without sending a request or creating a tag.

Window element

Usage

Send Request

If you want to send a tag request, complete this section of the window.

Send to Queue—Click to select a queue to send the tag request to. The queues you select appear in a list.
Send to User—Click to open the Search User window, and select a user to send the tag request to. The queues you select appear in a list.
Request Comment—Enter the message you want to send with the tag request.
Due Date—Enter the date by which the tag request should be handled.
Priority—Select the priority of the tag request.
Return Receipt—Select to be notified in your personal queue when an action has been taken on the request.
Send Request—Click to send the tag request based on the information you entered.

Create Tag

If you want to create a tag yourself, complete this section of the window.

Approval Level—Displays your approval level. This level must be equal to or greater than the level specified at the top of the window.
Approve—Select if you want to approve the discretionary edit.
Deny—Select to deny the discretionary edit.
Defer—Select to defer the tag request.
Reason—Select the reason for your approval, denial, or deferral.
Tag Comment—Enter a comment regarding the tag.
Create Tag—Click to create the tag based on the information you entered.

Cancel

Click to close the window without sending a request or creating a tag.

View Tag Tab

Use this tab to view the details of a tag created for the discretionary edit.

Override Request window, View Tag tab element descriptions

Window element	Usage
View Tags	Tag Request Reference Type—Displays the kind of tag request that was issued. Tag Request Reference Value—Displays the reference number to the error. Discretionary Edit Description—Displays the descriptive error text. Approval/Val—Displays the dollar amount for which the request was approved. Status—Displays the stage of the tag, such as Pending, Approved, and so on. Edit Description—Displays the descriptive error text. Created By—Displays the ID of the user who created the tag. Date—Displays the date when the tag was created. Used—Displays the date when the tag was used to process a transaction. ID—Displays the reference number to the error. Reason—Displays the reason the tag request was approved or denied. Dollar Value—Displays the dollar amount for which the request was approved. Show Messages—Select to expand the tag to show the response text.
Cancel	Click to close the window.

Window element

Usage

View Tags

Tag Request Reference Type—Displays the kind of tag request that was issued.
Tag Request Reference Value—Displays the reference number to the error.
Discretionary Edit Description—Displays the descriptive error text.
Approval/Val—Displays the dollar amount for which the request was approved.
Status—Displays the stage of the tag, such as Pending, Approved, and so on.
Edit Description—Displays the descriptive error text.
Created By—Displays the ID of the user who created the tag.
Date—Displays the date when the tag was created.
Used—Displays the date when the tag was used to process a transaction.
ID—Displays the reference number to the error.
Reason—Displays the reason the tag request was approved or denied.
Dollar Value—Displays the dollar amount for which the request was approved.
Show Messages—Select to expand the tag to show the response text.

Cancel

Click to close the window.