Edit Benevolence Request

Adding a new request or editing an existing request lets you provide specifics of the request as well as the results of the request. Note that in many cases you will be selecting a person in the database that the request is for. Since some requestors may not be in the system, you can also simply enter in their name and contact information here. This keeps you from having to enter a new record in the database for them. It's up to you if you would like to have a record or not.

  1. Request Type - As described in a prior section above, each request can be designated as being of a certain type. The Request Type can't be changed after the request has been saved.
  2. Request Status - This is the current status of the request. You can manage the options that are displayed in this dropdown under Admin Tools > Settings > Defined Types > Benevolence Request Status.
  3. Assigned To - This is the person who will be working with the individual to determine need and what the response should be. This is helpful if there is a team of people working on these requests. The values in this dropdown come from the group members of the 'RSR - Benevolence' security role. You can change this to use a different group in the settings of this block.
  4. Person - The person record to tie the request to. Selecting a person here will automatically enter the contact information below and set the campus for the request if one is not already present. Note that campus fields are disabled if you have only one campus.
  5. Contact Information - You can also choose not to tie the request to a record in the database and simply enter the person's name and contact information instead.
  6. Description of Request - This is where you'll document what the person is seeking in terms of help.
  7. Request Attributes - If you've added custom attributes to your benevolence request, they would display here. For our example we've added a single attribute. This won't be in your database. We'll cover how to add custom attributes to benevolence requests below.
  8. Related Documents - Here you have the ability to attach documents to the request. You can add up to six documents. These documents are stored in the database. If you'd prefer to use a different storage medium be sure to update the file type for the 'Benevolence Request Document'.
  9. Result Summary - This field allows the person working the request to enter notes about what was given, including background information on the decision.
  10. Provided Next Steps - Often times the results of a benevolence request will have associated next steps. For instance, you may suggest they take a specific class. You can keep these notes in this field.