Request overview tab — request status, key dates, scope, extensions, clock pauses, and timeline summary
Last updated: March 29, 2026 by Steve
Request Overview
The Overview tab is the main information screen when you open a request. It provides a summary of the request's current state, key dates, and scope.
[Screenshot: The Overview tab showing request details, status, and key dates]
Editable Fields
The following fields can be updated on the Overview tab:
| Field | Description |
|---|---|
| Title | A descriptive title for the request. |
| Description | Summary of what information is being requested. |
| Scope | Date range and subject matter that define the boundaries of the request. |
| Keywords | Terms to help categorize and search for the request. |
| Information Categories | The types of information relevant to this request. |
| Priority | Low, Normal, High, or Urgent. |
| Complexity | Simple, Moderate, or Complex. |
| Status | The current lifecycle status of the request. |
Request Lifecycle
Requests move through the following statuses:
Draft → Active → In Review → Closed
A request can also move between Active and On Hold as needed.
Status Transitions
| From | To | When |
|---|---|---|
| Draft | Active | The request is ready to begin processing. |
| Active | In Review | Documents have been collected and the request is ready for review. |
| Active | On Hold | Processing is paused, e.g., waiting for the requestor to clarify their request or pay fees. |
| On Hold | Active | The hold reason is resolved and processing resumes. |
| In Review | Closed | Review is complete and the response has been sent. |
Extensions and Clock Pauses
The Extensions section allows you to adjust the statutory deadline when legislation permits.
[Screenshot: The extensions panel showing extension and clock pause options]
Adding a Deadline Extension
To add an extension:
- Click Add Extension in the Extensions section.
- Select an extension reason from the configured list.
- Enter the new deadline or the number of additional days.
- Save the extension.
Adding a Clock Pause
A clock pause temporarily stops the statutory deadline clock, for example during a fee negotiation or while waiting for the requestor to narrow their request.
- Click Add Clock Pause.
- Set the start date for the pause.
- When the pause reason is resolved, return and set the end date to resume the clock.
All extensions and clock pauses are recorded in the request's activity history, providing a complete audit trail.