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Summary

The submission detail page in the RAY admin portal shows everything about one service submission: who submitted it and for which unit, its state, the answers, the comment threads, linked invoices, its history, and the people following it up. It is opened by clicking a submission in a service’s Submissions tab. See Service submissions for the list.

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Where to find a submission’s detail page

  • Menu: Services → <service name>, then click the submission (or View) in the Submissions tab.
  • The page title is the submission’s title followed by its number, for example “Leaking tap #1042”.

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Submission header

The header shows the submission’s Status with the same menu as in the Submissions list (Acknowledge, Complete, Cancel, Reopen and the form’s own statuses), and a Download button that opens a copy of the submission in a new browser tab. See Service submissions for what each state means.

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Submission detail fields

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Submission detail tabs

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How to add a comment to a submission

  1. Open the submission and select External Comments or Internal Comments.
  2. Click Add.
  3. Enter the Comment (required).
  4. Optionally add Images (PNG, JPEG, JPG) and Attachments (PDF, DOC, DOCX, XLS, XLSX, XLSM, XLSB, CSV).
  5. Click Save.
Comments cannot be added to Completed or Cancelled submissions; the Add button is not shown. In some services Add is disabled and comments cannot be added from the portal. A thread with no comments shows “No Comments”.

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Submission activity

The Activity tab lists what happened to the submission and who did it, in order: status changes, people added as viewers, assignees or managers, company approval steps, and invoice events such as an invoice being created, issued, approved, rejected, voided or paid.

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How to add viewers, assignees or managers to a submission

  1. Open the submission and select Viewers, Assignees or Managers.
  2. Click Add.
  3. Choose the Users. For Viewers you can also enter Emails, comma-separated.
  4. Click Save.
To remove someone, use Delete on their row. People cannot be added to a submission that is Completed, Cancelled or Reopened; the Add button is not shown. The form’s own viewers, assignees and managers, set in the form settings, are added to each new submission automatically. See Service categories and forms.

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How to create an invoice for a submission

  1. Open the submission and select Invoices.
  2. Click Add and fill in the invoice.
  3. Save the invoice.
The Invoices tab lists each invoice’s ID, Billed to, Status, Total, Remaining, Issue Date and Due Date; clicking an invoice opens it. Add is not shown for Completed or Cancelled submissions, or when the user who would be billed is no longer active.

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Common questions about submission details

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How do I assign a request to a technician?

Open the submission, select Assignees, click Add, choose the technician and click Save.

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How do I add a viewer by email address?

Open the submission’s Viewers tab, click Add, enter the address under Emails, and click Save. Several addresses can be entered, separated by commas.

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Why can’t I add a comment?

The submission is Completed or Cancelled, or the service does not allow comments from the portal. Reopen the submission first if it needs more follow-up.

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Why is the Invoices tab missing?

The Invoices tab is shown only to users whose role includes the invoices feature.

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Who submitted this request if staff created it?

Submitted By shows the staff member who created it, and On Behalf Of shows the tenant it was created for.