Staff Preferences in the Client Portal 2.0
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How to Cancel Single/Multiple Requests?

In the Staff Preferences landing page, you can cancel the existing request(s) for preferred, restricted, or both preferred/restricted personnel.

To cancel the existing request(s):

  • Click the Cancel Request or Cancel All Requests icon against the member name as shown in the figure below. A confirmation message appears to cancel the single or multiple requests.

How to Cancel a Single Request?

You can cancel the single request for preferred or restricted personnel. On clicking the cancel request, the confirmation message appears to ensure you want to cancel the selected request.

For Restriction

  • On clicking the Cancel Request icon, the confirmation message appears ‘Are you sure you want to cancel the member restriction?’

  • Click Yes to cancel this request

 

 For Preference

  • On clicking the Cancel Request icon, the confirmation appears as ‘Are you sure you want to cancel the member preference?

  • Click Yes to cancel this request

How to Cancel Multiple Requests?

 You can cancel multiple requests for preferred or restricted personnel. On clicking Cancel All Requests, the confirmation message appears to ensure you want to cancel the selected requests.

For Restriction and/or Preference

  • On clicking the Cancel All Request icon, the confirmation appears: ' Are you sure you want to cancel <number of requests> preferences/restrictions for this member?

  • Click Yes to cancel all the requests