Closing a CarePortal Request

Overview

This article provides instructions regarding closing or cancelling a CarePortal requests as well as an useful information regarding when to use which close reason.

Intended Audience

Approved Requesting Agencies

Closing a CarePortal Request

1. To close or cancel a request you will need to use one of the emails you've received regarding the request or login to the CarePortal interface directly
   
   
2. Click on "My Requests" or "Requests" in the left hand menu and click on the request you would like to close
   
   
3. In the top left hand corner you will see "Pause", "Update" & "Close" buttons. Click "Close"
   
   
   
   
4. A "Close This Request" pop up will appear. Select the appropriate "Reason for Closing" from the dropdown list. See below for a description of each option:
   • Church/CarePortal Network Responded and Met the Need: This reason should be used anytime a request is met by someone responding through the CarePortal platform to your request. If you select this option, the list of churches that submitted a response to your request will automatically appear so you can identify the church(es) who helped meet the need.
   • NON CarePortal Resources Came to Meet the Need: This reason should be used if the request is met via means outside of CarePortal
   • Time Has Passed and No Longer Relevant:  This reason should be used if the request was not met and enough time has passed deeming the request no longer valid
   • Other Reason:  This reason should be used if the request if none of the other 3 options above are not applicable. Do not use this reason if you are cancelling the request.
   • I Need to Cancel this Request:  This reason should be used if you need to cancel this request. Request that are cancelled do not count in any calculations. Request could be cancelled for several reasons such as duplicate request, incorrect information or the request needs to be resubmitted for any reason.
     
     
5. Next, you will need to provide a rating and a reason for the rating you have provided. All ratings are visible publicly on the CarePortal website. 
   
   
   
   
6. Optionally, you can share a story about how the request impacted you or the family that needed assistance. Please do not input any private information into this field.
   
   
7. Click "Save" to close out the request.