Assign and Unassign Supply Requests

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Describes how to assign and unassign supply requests.

Article ID: 3276

Role required: Resupply user

You can assign one or more supply requests to team members to streamline your order-processing workflow. After an assigned supply request has been confirmed, you can export these into an Excel spreadsheet for reporting.

Access the Supply Requests list

You can access the Supply Requests list page in 3 ways:

Click the Supply Requests to Confirm action group on the Dashboard
Click the Supply Requests with Problems action group on the Dashboard
Click the Supply Requests tab and select All Supply Requests from the drop-down menu

Keep in mind:

A supply request can have only one assignee
The assignee's name is displayed in the Assigned To column
You cannot assign supply requests to inactive users. If a member of your organization leaves, you must reassign their supply requests to an active user.

Assign a Supply Request

There are two ways to assign a supply request to yourself or another user:

From the Supply Request Page

Select the check box next to one or more supply requests on the Supply Requests list page
At the top of the page, click the Assign button
Select a user from the drop-down list
Click the Assign button

From the Supply Request

At the top of the page, select a user from the Assigned to list
Click the Save button
To exit the page, click the Close button

Unassign a Supply Request

From the Supply Requests list page, select the check box next to one or more supply requests
At the top of the page, click the Assign button
Select Unassigned from the drop-down list
Click the Assign button

Filter Supply Requests by User

To view a list of supply requests assigned to you:

From the Supply requests list page, click the Show Only button
Select your name from the Assigned to drop-down list
Click the Apply button

If you have any questions, please contact your Solutions Operations Specialist.

Revision History

The following table summarizes changes for each published version of this article.

Date	Changes
18 March 2024	Remove obsolete videos. Update format to the current standard. Minor revisions for clarity. (K00223)
19 July 2022	Minor revisions.
30 March 2021	Initial publication. All new content.