This article explains how to manage a request once it has been submitted into the system. You will learn how to open a request, edit its details, update its properties, link related items, and use the activity log to communicate with residents and other admins.

You will need to have the correct permissions set in order to manage requests. To check this, navigate to:

Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Workflows ➡️ Expand Workflows and ensure that Workflows has full access selected.

This video shows how to manage workflow requests

From the dashboard, locate the request you want to manage and click on the row. This will open the request and display the full detail view.

The details section shows all the fields that were filled out at submission. Only fields marked with a star are mandatory — any other fields are optional.

To allow admins to edit a submitted request, the relevant setting must be enabled on the workflow template. Once enabled, admins can update existing fields, add additional information, and upload images or files.

Click into the request from the dashboard to open it.

Update any of the fields in the submission. You can add or change text, upload images, or attach files.

Press Submit to save. The updated information will be recorded against the request, and the change will be captured in the activity log.

The properties panel on the right-hand side of the request contains key information that helps you manage and track the request through its lifecycle.

If the request was submitted through a public form, the properties panel will include a community selector. If the request was raised by an admin or a resident, the community is already associated with that user and will not appear as an editable selector.

Any change made to the properties panel is automatically recorded in the activity log.

The requester is the person the request is associated with. You can change the requester at any time by removing the current selection and choosing a different resident or admin, then pressing confirm.

You can assign one or more admins to the request. Assigned admins are responsible for actioning the request and will receive notifications relating to it.

The status of the request is based on the workflow template statuses. These are customisable, so the options you see will depend on how the workflow was configured. Common examples include New, In Progress, In Review, Complete, and Declined.

Set the priority of the request to help you and your team focus on what matters most. Options typically include Low, Medium, High, and Urgent.

Set a follow-up date for the request. On that date, all assigned admins will receive a bell notification prompting them to follow up.

A simple tick box indicating whether this request forms part of an insurance claim.

The Related section allows you to link other items in Resvu to this request. This builds a complete picture of everything connected to the issue.

Scroll to the Related section in the right-hand panel of the request.

Option 1: Link an existing item Click the plus icon and search by ID or keyword. You can link requests, quotes, work orders, tasks, committee topics, and communications. Select the item and press submit to link it.

Option 2: Create a new linked item Click the plus icon to create a new item (for example, a committee topic, task, or communication). The new item will automatically be linked to the request.

Every change made to a request is recorded in the activity log. This includes field edits, property updates, linked items, and comments.

Public comments are visible to the resident who submitted the request. They appear in the activity view of the resident portal and app.

Internal comments are only visible to admins. Use these for internal notes or discussion that shouldn't be shared with the resident.

To notify a specific admin, press Shift + 2 to bring up the @ symbol, then select the admin you want to tag. When you post the comment, that admin will receive a bell notification.

You can change the order of activity log entries by clicking the sort option to switch between newest to oldest and oldest to newest. You can also download the activity log if you need an offline copy or audit trail.

Share with the Committee or Community Press the Share button to control the visibility of the request.

Generate a Live Link From the Share panel, you can generate a live link to the request. This provides a shareable digital version of the request details that can be sent to a contractor or external stakeholder, or saved as a PDF. Use the buttons provided to copy or remove the live link.

Any changes made in the Share panel are saved using the Save button and will be recorded in the activity log.

Press the Actions button in the top right of the request to create a quote request or work order under this request. Refer to the linked articles on issuing quotes and creating work orders for further detail.

When all work has been completed, press the Actions button and select Close Request. This will move the request and any associated quote requests and work orders from the active tabs to the Closed tab, regardless of whether those items have been individually completed.

Residents will only see the following in their portal or app:

Residents will not see internal comments or any activity log entries that are not marked as public.

When a resident posts a comment from their portal, it appears in the activity log for admins to review and respond to.