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Introduction

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Figure 1 - CRS Dashboard

1. Create Requests

1.1 Simple Mode

Create A Request (Simple Mode)

1.2 Direct Mode

2. Batch Import and Batch Details

2.1 Import New Batch

From CRS Dashboard, click on New Batch Import from the left panel to navigate to the Batch Import page. drag & drop or browse for a batch file into upload zone (1). 

Figure 20 - Drag & Drop File to Import

The file will be uploaded to the server (1) and notify user once it completed (2) (3), you can click on each tab (4) to review your uploaded requests. once you are happy with the file, click Import Request (5) button to show import statistic (figure 22), and then click on Import button to import it to the system. Otherwise, you can delete it if you want.

Figure 21 - Review Batch File and Import

Figure 22 - Import Statistics

2.2 View My Batches

From CRS Dashboard, click on My Batch Requests (1) from the left panel to navigate to the batches page (2).

Figure 23 - Batch Page

Click on a batch row to go to batch request detail as below screenshot

Figure 24 - Batch Statistics and Requests

3. Request Actions

3.1 Accept Request

From CRS Dashboard, on Submitted Requests, click on a request which has status is New  to go to request details page

Click on Accept Request (1) button to accept a request, then you will be redirected to CRS Dashboard

3.3 Reject Request

From CRS Dashboard, on Submitted Requests, click on a request to go to request details page

Click on Reject Request (1) button  and provide a reason to reject a request, then you will be redirected to CRS Dashboard

3.5 Pend Request For Clarification

From CRS Dashboard, on Submitted Requests, click on a request to go to request details page

Click on Pending Clarification (1) button and provide a reason to reject a request, then you will be redirected to CRS Dashboard

3.6 Appeal Rejected Request

From CRS Dashboard, on My Requests, click on a rejected request to go to request details page

Click on Appeal Rejection (1) button to appeal a request, then you will be redirected to CRS Dashboard

3.7 Withdraw Request

From CRS Dashboard, on My Requests, click on a submitted request to go to request details page

Click on Withdraw Request (1) button and provide a reason to withdraw a request, then you will be redirected to CRS Dashboard

3.8 Assign Request

From CRS Dashboard, click on Accepted Requests (1) from the left panel, tick to select accepted request from the list (2) then click on Assign button (3) to show assignment dialog 

select a project from Project drop-down list, type assignee name in Assignee text box to get suggestions and pick one, provide summary for authoring task and click Assign Requests button to create task.

4. Notifications

If there is any change which related to your submitted requests such as status changed, new comment added, batch importing completed, then CRS will inform you via its notification feature.

from any page of CRS you will see the bell icon  at the very top right of the page, the number of new notifications shall be display as number which next to the bell. you can click on the bell icon to see the list of notifications and click on each message to go to request details or batch details.

Notes:

CRS only notify user about new comment/feedback/question/answer added if it provided in CRS. For comments which come from out side of CRS such as JIRA, user will not get any notification.

 

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