Sending a Request for More Information

After determining the applications for which additional data is necessary, send requests for more information:

  1. Open an application entity for which additional data is needed. For instructions for opening an application entity, see step 1 in Collecting and Entering Comments and Notes.

  2. From the toobar, click Need More Info.

    The APM - Application <Request_Number>: Need More Info page opens.

  3. In the Respondent list, select or type the name of the user from whom you want to collect additional data about the application.

    Caution: By assigning a user as a respondent, you are giving that user the ability to view and edit all sections of the application.

  4. In the Respondent Note field, type a message to be included in the email that is automatically sent to the respondent. For example, you might want to specify the fields in the application entity that you need completed.

  5. Click Continue Workflow Action.

    The application entity opens, and an email that requests more information about the application is sent to the respondent.

  6. For each application that requires additional information, repeat step 1 through step 5.