Put a request on hold

With the Approve Requests, Approve on Behalf of Others, or Can Be Assigned Requests permissions, you can put requests On Hold. You need to set whether the hold is permanent or for a set amount of time. Based on the request status setting, you may also be able to select a reason.

  1. Select Requests > View All Requests.
  2. Find a request by searching or using a filter(s).

    Note: To view all requests, in the column of your choice, click Flexible filtering icon.. In the filter (Filter icon.) section, select Check All, and then click Filter.

  1. Click a Request ID. The request details page appears.
  2. Click the status drop-down to select On Hold.
  3. If a Notes Required pop-up appears, do the following:
    1. Enter a note.
    2. Select to send an email and if it should be internal only.
    3. Click Save.
  1. If a pop-up appears, click the desired reason.

    On Hold Reason pop-up

    Another pop-up appears.

    Off Hold Date pop-up

  1. Do any of the following:
    • To schedule a date to automatically remove the hold:
      1. Click the blank field, and select a date from the calendar.
      2. Click Schedule.
        Note: The request returns to its previous status on the scheduled date.
    • To place a hold until you remove it, click Put on hold indefinitely.

The status changes to On Hold and might also displays the reason.

On Hold status with Awaiting Funding reason displayed

To remove a hold, on the status button, select On Hold > Off Hold.