Archiving provides an easy way to organize your PA requests and keep your dashboard up-to-date. You should archive a request when the plan has notified you of a determination.
To archive a request:
- Go to your Dashboard and open the request you want to archive.
- Click “Archive” on the left side of the page.
- Choose an outcome of “Approved,” “Denied,” “Not sent to plan” or “Don’t know outcome.”
When you archive a request, an email is sent to all users with access to it. For “Approved” or “Denied” requests, users receive an email notifying them of the determination. For requests marked “Not sent to plan” or “Don’t know outcome,” the users receive an email notifying them that the request has been removed from their Dashboard.