---
title: "Actions"
slug: "actions-1"
updated: 2026-08-10T20:13:10Z
published: 2026-08-10T20:13:10Z
canonical: "help.idibilling.com/actions-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Actions

Using the **Actions** button on the Port Request Detail window, you can perform the following functions.

Initiate the port-in request

**Initiate**

Selecting **Initiate** from the Actions button menu or shortcut menu opens the Port In Request Remark window.

![PortInRequestRemard](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/42379.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A48Z&se=2026-11-14T11%3A57%3A48Z&sr=c&sp=r&sig=FV47dM3Lr%2FvNRsdv6CAvtfq4AAzBLXSEnbitPaAC5zk%3D)

1. Enter any pertinent information for this port in request.
2. Click **Save**.

This sets the Initiation Date to today and and submits the port request to be sent to the previous carrier. You can initiate the request only if the port request has a status of Open and you have the appropriate permissions.

> [!NOTE]
> Note
> 
> A remark is not required, but you must click Save to initiate the port-in request.

Complete the port-in request

**Complete**

**Force Complete** sets the port request status to Completed. You can use this action only if the port request has a status of Pending and you have the appropriate permissions.

Manually forcing a port-in request to completed does not initiate any communications with the carrier, it only sets the status to Completed.

Manually forcing a port-out request to completed initiates a disconnect service order in CostGuard if the service has not already been canceled.

Cancel the port-in request

**Cancel**

**Cancel** sets the port request status to Canceled. You can cancel the port request only when its status is Pending and you have the appropriate permissions. Canceling a port request creates a cancel request which is sent to the carrier.

Assign the port request to yourself

**Assign**

Selecting **Assign To Me** assigns the selected port-in or port-out request to you. You can assign the request to yourself only if you have the appropriate permissions.

Edit the response to a port-out request

**Edit**

Selecting the **Edit Response** option from the Actions button or shortcut menu expands to three edit options for a port-out request:

**Resolution Required**

Selecting Resolution Required opens the Edit Port-Out Response window. When a port-out request fails validation, you can specify the reason code for the failure.

![EditPortOutExpenseDialog](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/42427.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A48Z&se=2026-11-14T11%3A57%3A48Z&sr=c&sp=r&sig=FV47dM3Lr%2FvNRsdv6CAvtfq4AAzBLXSEnbitPaAC5zk%3D)

1. Select the **Reason** from the list. (More)
2. Enter any remarks, if necessary.
3. Click **Save**.

**Confirm**

Selecting **Confirm** changes the activity type to Confirmation Submitted.

**Delay**

Selecting **Delay** changes the activity type to Delay Notice Submitted.

Cancel the port-out request

**Cancel**

Selecting **Force Cancel** from the Actions or shortcut menu on a port-out request changes the Activity Type and Status to Canceled.