This page (revision-3) was last changed on 26-Nov-2021 10:22 by JMyers

This page was created on 26-Nov-2021 10:22 by JMyers

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
3 26-Nov-2021 10:22 3 KB JMyers to previous
2 26-Nov-2021 10:22 3 KB JMyers to previous | to last
1 26-Nov-2021 10:22 3 KB JMyers to last

Page References

Incoming links Outgoing links
CREATE_A_REQUEST
CREATE_A_REQUEST

Version management

Difference between version and

At line 1 changed 3 lines
Create A Request
The Create A Request allows you to view, send and receive requests for action within your organization. This facility is comprised of two screens: the ‘Create a Request’ (Inbox) and the ‘View Requests’ (Outbox) screens.
This section explains the two screens associated with this facility and their respective fields.
!!!Create A Request
The Create A Request screen allows you to view, send and receive requests for action within your organization. This facility is comprised of two screens: the ‘Create a Request’ (Inbox) and the ‘View Requests’ (Outbox) screens.
At line 6 changed 7 lines
Sent On
The date your request was sent is shown in this field.
Sent To
This field shows the person to whom the request was sent.
Status
This field displays the status of your request.
Number
;[Sent On|]:The date your request was sent is shown in this field.
;[Sent To|]:This field shows the person to whom the request was sent.
;[Status|STATUS_CODE]:This field displays the status of your request.
;[Number|]:
At line 14 changed one line
Request Outbox
!!Request Outbox
At line 16 changed 20 lines
Request Number
Use this field to provide and identifying number for the request. (Mandatory)
This number will be automatically generated when you create a request.
To EE # - Name
Use this field to indicate to whom you would like to send the request.
Request Type
This field allows you to categorize the request you would like to make into a specific user-defined type.
Action Required
If the request requires some action, as oppose to being FYI, you may indicate that action here.
E.G. Response is needed, Information needs to be faxed.
Status
When you create a request, the default status of that request will be ‘Draft’.
You must change the status to ‘New’ then save in order to send the request. (Mandatory)
From Date / To Date
The From Date and To Date fields will allow you to define a time frame for the request.
Synopsis
Include a one line summary of the request in this field.
Text
This field allows you to provide a full description of the request.
View Request (Inbox)
;[Request Number|]:Use this field to provide and identifying number for the request. (Mandatory)
%%information This number will be automatically generated when you create a request.%%
;[To EE # - Name|]:Use this field to indicate to whom you would like to send the request.
;[Request Type|]:This field allows you to categorize the request you would like to make into a specific user-defined type.
;[Action Required|]:If the request requires some action, as oppose to being FYI, you may indicate that action here.
;:E.G. Response is needed, Information needs to be faxed.
;[Status|]:When you create a request, the default status of that request will be ‘Draft’.
%%information You must change the status to ‘New’ then save in order to send the request. (Mandatory)%%
;[From Date / To Date|]:The From Date and To Date fields will allow you to define a time frame for the request.
;[Synopsis|]:Include a one line summary of the request in this field.
;[Text|]:This field allows you to provide a full description of the request.
!!View Request (Inbox)
At line 38 changed one line
Click on the ‘Go to Inbox’ button in the Create a Request screen
#Click on the ‘Go to Inbox’ button in the Create a Request screen
#Click on any request displayed on the Manager Splash screen under “Internal Requests I need to Respond to”
At line 40 changed one line
Click on any request displayed on the Manager Splash screen under “Internal Requests I need to Respond to”
;[Status|STATUS_CODE]:This field indicates the status of the request sent to you.
At line 42 changed 8 lines
Status
This field indicates the status of the request sent to you.
Sent On
This field shows the date the request was sent.
Req From
This field indicates who sent the request.
Synopsis
This field provides a one line summary of the request.
;[Sent On|]:This field shows the date the request was sent.
;[Req From|]:This field indicates who sent the request.
;[Synopsis|]:This field provides a one line summary of the request.
At line 51 changed 2 lines
Complete A Request
Deny A Request
*Complete A Request
*Deny A Request
At line 54 changed 5 lines
From Date / To Date
These date fields provide a time frame for the request.
Type
The type of request being made is indicated here.
Synopsis
;[From Date / To Date|]:These date fields provide a time frame for the request.
;[Type|]:The type of request being made is indicated here.
;[Synopsis|]:
At line 60 changed one line
Text
;[Text|]:
At line 63 changed 9 lines
Type
This field indicates the type of activity performed for this request.
Entered By
This field indicates who entered the activity into the request’s log. (Mandatory)
Sub #
This field indicates if there is another request with more detail on the active.
Activity Text
The field provides information on the activity completed.
Reader’s Notes
;[Type|]:This field indicates the type of activity performed for this request.
;[Entered By|]:This field indicates who entered the activity into the request’s log. (Mandatory)
;[Sub #|]:This field indicates if there is another request with more detail on the active.
;[Activity Text|]:The field provides information on the activity completed.
----
![Notes|Edit:Internal.CREATE_A_REQUEST]
[{InsertPage page='Internal.CREATE_A_REQUEST' default='Click to create a new notes page'}]
This page (revision-3) was last changed on 26-Nov-2021 10:22 by JMyersTop