Responding to Outbound Requests (Branch Users)

When HQ sends a request to your branch, it lands in your Received Requests inbox. This guide walks you through viewing those requests, submitting a response, declining when necessary, and tracking the status of each request.


Finding Your Received Requests

  1. Open the sidebar and expand the Requests section.

  2. Click Received.

The Received Requests page lists every request that has been sent to branches you manage. Each card shows the request title, priority level, current status, due date, and the branch it was sent to.

Filtering the List

Use the filter bar at the top of the page to narrow results:

  • Status -- Filter by Pending, Responded, Declined, or Fulfilled.

  • Account -- If you manage more than one branch, use the account dropdown to show requests for a specific branch.

The total number of matching requests is shown on the right side of the filter bar.


Viewing a Request

Click any request card to open the detail page. You will see:

  • Title and description -- What HQ is asking for.

  • Priority badge -- Urgent, Normal, or Low.

  • Category -- The type of request (if one was set by HQ).

  • Branch name -- Which of your branches the request was sent to, along with the location if available.

  • Requester -- The HQ team member who created the request, with their avatar and how long ago it was sent.

  • Due date -- When HQ needs a response. If the due date has passed and the request is not yet fulfilled, an Overdue badge appears.

  • Reminders -- Whether HQ has enabled reminders for this request.


Submitting a Response

When a request is in Pending or Responded status, you can submit a response from the Submit Response panel on the right side of the detail page.

A response can include any combination of the following -- you need to provide at least one:

Adding a Message

  1. Type your message in the Message text field.

This is a good place to provide context, ask a follow-up question, or confirm what you have done.

Uploading Files

  1. Click Upload Files.

  2. Select one or more files from your device.

Accepted file types include images, videos, PDFs, Word documents, Excel spreadsheets, and text files. Each file can be up to 50 MB. Uploaded files appear in a list below the button -- click the X next to any file to remove it before submitting.

  1. Paste or type a URL into the External Links field.

  2. Click Add (or press Enter).

The link must start with http:// or https://. You can add multiple links. Each link appears below the field and can be removed with the X button.

Sending Your Response

Once you have added at least a message, file, or link, click Submit Response. You will see a confirmation message, and the form will reset so you can submit additional responses later if needed.

You can submit multiple responses to the same request. Each response is recorded in the Previous Responses timeline on the detail page.


Viewing Previous Responses

The Previous Responses section below the request details shows a chronological timeline of every response submitted for this request. Each entry includes:

  • The responder's name and avatar

  • When the response was submitted (relative time and exact date)

  • The message text (if provided)

  • Uploaded files (click to view or download)

  • External links (click to open in a new tab)

If no responses have been submitted yet, you will see a "No responses yet" placeholder.


Declining a Request

If you are unable to fulfill a request, you can decline it. You can decline from either Pending or Responded status -- meaning you can change your mind even after submitting a response.

  1. On the request detail page, find the Decline Request button below the response form.

  2. Click Decline Request. A confirmation dialog opens.

  3. Enter a reason for declining (minimum 10 characters). This helps HQ understand why the request cannot be fulfilled.

  4. Click Decline Request to confirm.

After declining:

  • HQ is notified that you declined and can see your reason.

  • The request moves to Declined status.

  • You can no longer submit responses unless HQ re-sends the request.

  • A banner on the detail page confirms the request was declined and shows your reason.


Understanding Request Statuses

Each request you receive moves through a lifecycle:

Status

Meaning

Pending

The request has been sent to your branch but you have not responded yet.

Responded

You have submitted at least one response. You can continue submitting additional responses or decline.

Declined

You declined the request. HQ may reach out or re-send it.

Fulfilled

HQ has reviewed your response(s) and marked the request as complete. No further action is needed.

When a request is Fulfilled or Declined, the response form is replaced with a read-only status card confirming the final state.


Tips

  • Check your inbox regularly. Requests with a due date may become overdue, and HQ may have reminders enabled.

  • Provide as much detail as possible. Attach relevant files, share links, and add context in your message to avoid back-and-forth.

  • You can respond more than once. If you have additional information after your first response, submit another one -- all responses are tracked in the timeline.

  • Declining is not permanent. If HQ re-sends a declined request, it will reappear in your inbox as a new pending request.