Tracking an information request

Track requests for information and your responses to these requests.

To track an information request

  1. Access Correspondence Tracking (HR30.1)
  2. Enter Requester information using the following guidelines:
    Requester Type

    Select the type of person requesting the information.

    Requester Nbr

    Select the requester number if the Requester Type is an employee, applicant, COBRA participant, instructor. If the Requester Type is a dependent, select the employee. If the Requester Type is other, type a number to use to track the requester.

    Dependent

    Select the dependent if the Requester Type is a dependent.

  3. Type the Requester's address on the Address tab.
  4. Track information requests on the Request tab using the following guidelines:
    Type

    Select the type of information request. This categorizes the nature of the request.

    Data Requested

    Select the type of information requested.

    Communication Method

    Select the method you used to communicate the information to the requester.

Related reports and inquiries

To Use
View requests and responses Correspondence Tracking Listing (HR230)
Related topics