Create a New Request
You can create Information Requests in two ways: individually or via bulk import using Excel.
A. Create an Individual Request
Navigate to the Information Requests page
Click the Tools dropdown (top right)
Select New Request
In the modal, enter:
Request Name
Description
Category
Due Date
(Optional) Priority
Click Create to add the request to the list
B. Bulk Import Requests via Excel
Click the Tools dropdown
Select Import Requests
In the modal:
Drag-and-drop or select your Excel file
Use the Download Template link to get the latest version of the import format
After uploading:
A success message will appear in the top-right corner if the import is successful
If there’s an error, verify your file matches the template format and try again
Edit Requests
You can edit requests individually or in bulk.
A. Edit a Single Request
Locate the request in the list
Click the pencil icon on the right side of the row
Update the request details as needed
Click Submit to apply changes
B. Bulk Edit Multiple Requests
Click the Tools dropdown
Select Bulk Edit Requests
In the bulk edit panel:
Toggle the fields you want to update: Category, Status, Priority, or Due Date
Enter the new value(s)
Use the checkboxes to select the requests you want to update (or use Select All)
Click Preview Changes to review updates
Apply the changes by clicking Confirm
Delete Requests
Click on the trash can icon (right side of the request row) to delete the request.