Request

Notifications

Yellow – A yellow circle with a number inside it indicates the number of ‘New’ submissions.

Blue – A blue circle with a number inside it indicates the number of submissions with the status of ‘Processing’.

Red – A red circle with a number inside it indicates the number of ‘New Messages’ from debtors. The ‘red’ number will disappear once you or any other user clicks the ‘View’ button.

Homepage Search Filters

Search filters in the homepage allow you to search and filter Requests by: Unread/Read/No Messages, Assigned To Users, Status, Debtors, Doc No, Main Description and Date.

Create New Requests

Two ways that Requests can be created:

• Requests can be created and submitted by debtors via the Strataboss Portal.
• Requests can be created by staff users.

Create New Request by Staff User

Debtor – Select a Debtor.    

After selecting a Debtor, the full Request page will appear.

Status – The default status provided is ‘New’. You may select another status.

Date – Current date (i.e. today’s date) is the default provided. You may enter another date.

Assigned To – You may assign the Request to a user.

Subject – Enter the ‘Subject’ (i.e. Title) of the Request.

Content – Enter the ‘Content’ of the Request.

Attachment – Attachments are optional. If you add an attachment to a Request, the attachment will be viewable and downloadable in the Portal by the Debtor of the Request.

The Attachment’s File Restrictions are as follows:

• File Format: PDF, JPG, JPEG, PNG only
• Maximum File Size: 5MB

Communication – For each Request submission, staff users may view messages left by the Debtor and may leave messages for the Debtor.