The request detail page is where you view the full record of a request, change its status, add notes, and attach files. All of these actions are done from the same screen: navigate to Administer Site > My Requests and click the date in the Created column to open a request.
Viewing and Updating a Request
What You See on the Detail Page
The detail page is divided into two sections.
Request Information
The top section shows the full record in read-only format:
- Request # — A unique identifier based on the submission timestamp.
- Created — The date and time the request was submitted.
- Submitted By — The member who submitted the request.
- Last Modified / Last Modified By — Shown if the request has been updated since creation.
- Address — The property address linked to the request.
- Name, Email, Phone Number — Contact details for the requester.
- Type of Request — The category selected.
- Priority — Shown if Priority is enabled.
- Req. Completion Date — Shown if Due Date is enabled and a date was set.
- Status — A live dropdown you can change immediately (see below).
- Description — The full text of the request.
- Files — Any attachments submitted with the original request, each displayed as a downloadable link.
Notes Section
Below the request information is a form to add a new note, followed by a table showing all previous notes in reverse chronological order. Each note shows the name of who submitted it, the date and time, the comment text, and any attached files.
Editing the Full Request
To change any field other than the status:
- On the detail page, click Edit request (appears as a link above the request information).
- The page reloads with all fields in editable form inputs.
- Make your changes.
- Click Save.
Clicking Cancel returns you to the read-only detail view without saving.
Note: Saving an edited request triggers the same email notifications as a status update if the Service Request Update Alert is enabled in Settings.
Changing the Request Status
You can change the status of a request without entering full edit mode. The status can be updated directly from the request detail page.
- On the request detail page, find the Status row.
- Click the dropdown and select the new status.
- Click Save (the button below the status dropdown).
The page reloads and displays the updated status.
Note: Changing only the status using this form does not require filling in the notes field. The status update is saved as a standalone change and triggers the update notification email if the Service Request Update Alert is enabled.
Adding Notes and Attachments
You can add internal notes and file attachments to an existing request to document progress, communications with the resident, or work completed.
- On the request detail page, scroll to the Reply section below the request details.
- Type your note in the Reply text box. Basic formatting is available via the editor toolbar.
- To attach files, use the file upload area below the text box. You can attach up to 10 files per note.
- Click Save.
After saving, the note appears in the notes history table below. The notes are shown in reverse chronological order (newest first), with the author name and timestamp for each entry. If the Service Request Update Alert is enabled, the system sends an update notification email to the configured address and to the resident.
Viewing Previous Notes
All previous notes appear in a table below the reply form. Each row shows:
- Submitted by — The name of the person who added the note, and the date and time.
- Comments — The note text and any attached files (each file is a clickable link that opens in a new window).