New Recipients

All new recipients created within a request are stored in master data with any associated flags (i.e., GO or HCP flag) that is selected at the time they are added to a request.

For example, if a submitter creates a new recipient within a multi-recipient request and selects recipient type as Government Official, upon submission of the request the recipient will be saved to master data with the Government Official designation selected. 

If the recipient is in Draft status:

The submitter can delete the recipient and readd the recipient to the request with a new recipient type. 

If the recipient is submitted, but still In Progress or Approved:

The Master Data admin for your organization must first correct the designation within Master Data. Then, the the submitter must cancel the recipient by selecting Cancel from the dropdown menu to the right of the recipeint name. 

Next, the submitter must readd them to the request by adding a new recipient with the correct recipient type.

After the recipient contact details and support category are readded, the recipient must be resubmitted for approval. 

If the recipient is Rejected

If a recipient is rejected, even in error, they cannot be added to the request again. The submitter must create a new request. 

Existing Recipients

Once a recipient is used within a request they are stored in master data with any associated flags (i.e., GO or HCP flag) that are selected at the time they are added to a request.

If a submitter wishes to use the recipient in a subsequent request, the submitter must choose the same recipient type. All recipients with non-matching recipient types will be grayed out and cannot be selected.

For example: if a submitter wishes to add John Stark to a request, and John Stark was previously used in a request and saved to master data with the GO (Government Official) flag, the submitter must choose GO from the recipient type list. If the submitter chooses non-GO from the recipient type and tries to add John Stark, he will be visible in the dropdown list but grayed out. 

If a submitter finds that a recipient was previously saved to master with the wrong designation, the Master Data admin must correct the flags in Master Data. Once corrected, the submitter can add the recipient to the request with the correct recipient type.