Understanding the Work items requests tab

Roles and permissions

The following roles can access the Work items -Requests tab:

Administrators
Compliance managers
Users
Limited access users

The Work items - Requests tab lists requests where you are a member of the request or the audit or assessment containing the request.

You can view requests in the following styles:

Card view - provides a kanban-style display of requests, with each request represented by a card. Cards include the name of the audit or assessment containing the request, the request title, the priority, the assignee, the due date or the number of days past due, and the request status.
Grid view - displays request records in a table where you can bulk edit those records.

Work Items Requests tab fields and options

Field/Option	Definition
	The Filter icon opens the Filter panel, where you can filter requests by the following fields: Reference ID Summary Description Assignee Group Created by Status Due date Priority Controls Source
	The Gear icon opens the Settings window, where you can select the fields you want to include in the grid view. Drag and drop the fields to change the display order.
	Use the view icons to switch the window between the Card view and Grid view. The Card view icon is on the left, and the Grid view icon is on the right.
Card view
All	Displays all requests you have permission to view.
Assigned to me	Displays all requests assigned to you.
Status	Request statuses are displayed across the top of the Card view. Statuses include: Not started - Work has not yet started on the request. In progress - The request is currently being worked on. Internal review - The organization is reviewing the request. Submitted to auditor - The request has been submitted to the auditor for review. Needs revision - The auditor is reassigning the request to the organization because the request needs to be revised, e.g., the proof is insufficient and needs to be updated. Approved - All information in the request has been verified and accepted. Closed - The request has been completed and closed.
Card	Request cards contain the following information: A link to the audit or assessment containing the request. Priority Title Status Due date or days past due User icon of the assignee
Grid view - Menu bar	Use the Menu bar options to complete bulk updates to the list of requests. Select the checkboxes for the records you want to edit or export. Options and fields you can edit include: Clear - Clears selected checkboxes Export - Exports the selected requests in CSV format. See Exporting requests. Archive -Archives the selected requests. See Archiving requests. Status Due date Assignee Priority Members
Grid view - Columns
Summary	Title of the request.
ID	System-generated ID for the request. This ID always starts with R-.
Reference	User-specified ID.
Status	Request statuses include: Not started - Work has not yet started on the request. In progress - The request is currently being worked on. Internal review - The organization is reviewing the request. Submitted to auditor - The request has been submitted to the auditor for review. Needs revision - The auditor is reassigning the request to the organization because the request needs to be revised, e.g., the proof is insufficient and needs to be updated. Approved - All information in the request has been verified and accepted. Closed - The request has been completed and closed.
Type	Indicates that the record is a request.
Due date	Date by which the request should be completed and marked Submitted to auditor.
Priority	Importance of the request.
Assignee	Displays the user icon and name of the person assigned to the request.
Group	If the request assignee is set to a Hyperproof group, the group name displays.
Source	The name of the Hyperproof audit or assessment that is the source or parent of the request. This value also serves as a link to the audit or assessment.
	The number of controls linked to the request.
	The number of labels linked to the request.
	The number of pieces of proof linked to the request.
Show archived	Displays a separate grid listing all archived requests.