This page (revision-13) was last changed on 26-Nov-2021 10:22 by JEscott

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

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Version Date Modified Size Author Changes ... Change note
13 26-Nov-2021 10:22 10 KB JEscott to previous
12 26-Nov-2021 10:22 10 KB JEscott to previous | to last
11 26-Nov-2021 10:22 10 KB JEscott to previous | to last
10 26-Nov-2021 10:22 11 KB JEscott to previous | to last
9 26-Nov-2021 10:22 11 KB JEscott to previous | to last REQUEST_FACILITY ==> REQUEST FACILITY
8 26-Nov-2021 10:22 11 KB JMyers to previous | to last
7 26-Nov-2021 10:22 11 KB JMyers to previous | to last
6 26-Nov-2021 10:22 11 KB JMyers to previous | to last
5 26-Nov-2021 10:22 11 KB JMyers to previous | to last
4 26-Nov-2021 10:22 10 KB JMyers to previous | to last
3 26-Nov-2021 10:22 10 KB JMyers to previous | to last
2 26-Nov-2021 10:22 11 KB JMyers to previous | to last
1 26-Nov-2021 10:22 10 KB JMyers to last

Page References

Incoming links Outgoing links
REQUEST FACILITY
REQUEST FACILITY

Version management

Difference between version and

At line 6 changed one line
The Request facility has an email-like look and feel.
The Request facility has an email-like look and feel. The Manage All Requests for User ([IERQ]) screen works like an email client with an Inbox, Outbox, and Archived requests section; this provides a familiar interface for users and encourages them to use requests more often in their daily work. A menu has been added to the form toolbar to make it easier for users to create new requests for a subject, as well as provide the convenience of viewing all relevant requests. Embedded forms which show the context of each request will be visible on [IERQ] such that when a user is viewing outstanding requests; all information is available on [IERQ] and opening other screens to understand the source of the request is no longer necessary.
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The Manage All Requests for User ([IERQ]) screen works like an email client with an Inbox, Outbox, and Archived requests section; this provides a familiar interface for users and encourages them to use requests more often in their daily work. A menu has been added to the form toolbar to make it easier for users to create new requests for a subject, as well as provide the convenience of viewing all relevant requests. [Embedded forms|EMBEDDED FORMS] which show the context of each request will be visible on [IERQ] such that when a user is viewing outstanding requests; all information is available on [IERQ] and opening other screens to understand the source of the request is no longer necessary.
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These features are designed to encourage using Personality to communicate between system users.
These features are designed to encourage using [{$applicationname}] to communicate between system users.
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!!Features of the Request Facility in Personality
!!Features of the Request Facility in [{$applicationname}]
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*Provides the ability to complete or deny requests, as well as the ability to change the status from "New" to "In Progress".
*Provides the ability to complete or deny requests, as well as the ability to change the status from New to In Progress.
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The example below depicts a request added from [IPTS] from an employee’s manager requesting additional OT to be added. The context tab displays the embedded form, [EPTS], which shows important details of the time sheet.\\ \\
[RequestFacility_01.jpg]
The example below depicts a request added from [IPTS] from an employee’s manager requesting additional OT to be added. The context tab displays the embedded form, [EPTS], which shows important details of the time sheet. \\
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*The number of relevant requests will display in the toolbar menu (e.g. if a subject has six open requests, and the user clicks on a field in that table, the menu will display ‘Requests (6)’. If there are no requests, then the menu will simply display ‘Requests’.)
*The number of relevant requests will display in the toolbar menu (e.g. if a subject has 6 open requests, and the user clicks on a field in that table, the menu will display ‘Requests (6)’. If there are 0 requests, then the menu will simply display ‘Requests’.)
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The Requests menu toolbar:
Create a New Request Dialog:
View Requests for this Subject Dialog:
Context Requests Dialog:
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The Request functionality in Self Service is very similar to that in Personality. Users in Self Service will use the [WERQ] screen instead of the [IERQ] screen to review their outstanding requests or to create new requests. The only difference between these two forms is that the [WERQ] does not have the Context tab or Activities tab as Self Service at this time does not support the use of tabs within tabs. Other than that one difference, both forms have the same functionality. \\
The Request functionality in Self Service is very similar to that in [{$applicationname}]. Users in Self Service will use the [WERQ] screen instead of the [IERQ] screen to review their outstanding requests or to create new requests. The only difference between these two forms is that the [WERQ] does not have the Context tab or Activities tab as Self Service at this time does not support the use of tabs within tabs. Other than that one difference, both forms have the same functionality. \\
\\
Inbox Tab\\
\\
Outbox Tab\\
\\
Archived Tab
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The Splash menu in Self Service displays the ‘Internal Requests I Need to Respond to’ menu item. This menu item will display on all of the roles associated to the user signed in. This menu item is the [VERQ_SPLASH] function which will display five new requests at a time, once the status changes from new it will be removed from this window.
The Splash menu in Self Service displays the ‘Internal Requests I Need to Respond to’ menu item. This menu item will display on all of the roles associated to the user signed in. This menu item is the [VERQ_SPLASH] function which will display 5 new requests at a time, once the status changes from new it will be removed from this window.
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The ‘Click Here To Access Your Requests’ link will direct the user signed into their [WERQ] screen where they can manage all of their outstanding and historical requests.
The ‘Click Here To Access Your Requests’ link will direct the user signed in to their [WERQ] screen where they can manage all of their outstanding and historical requests.
At line 75 changed one line
Similar to the menu in Personality, the ‘View All My Requests’ menu item in the Self Service menu calls the [WERQ] screen (where as in Personality it calls [IERQ]). The other difference is that the shortcut keys do not appear in the Self Service menu as these are not supported in Self Service.
Similar to the menu in [{$applicationname}], the ‘View All My Requests’ menu item in the Self Service menu calls the [WERQ] screen (where as in [{$applicationname}] it calls [IERQ]). The other difference is that the shortcut keys do not appear in the Self Service menu as these are not supported in Self Service.
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The dialogs are the same as those called from the menu in Personality.
The dialogs are the same as those called from the menu in [{$applicationname}].
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Users can make use of the Request facility in its shipped capacity, however clients also have the ability to tailor the requests to meet their business needs.\\ \\
Users can make use of the Request facility in its shipped capacity, however clients also have the ability to tailor the requests to meet their business needs.
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[Embedded forms|EMBEDDED FORMS] are typically developed to provide a visual of the subject matter. These embedded forms can be linked to request types and approval processes. They provide a means of seeing crucial information without having the user jump back and forth between screens to see the details of the subject of the request or approval.
Embedded forms are typically developed to provide a visual of the subject matter. These embedded forms can be linked to request types and approval processes. They provide a means of seeing crucial information without having the user jump back and forth between screens to see the details of the subject of the request or approval. Embedded forms can be created by clients as well; these should be created as User Defined.
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*[Embedded forms|EMBEDDED FORMS] will be displayed in the Context tab in [IERQ] if they have been associated to a request type in [IMRT].
*The [embedded forms|EMBEDDED FORMS] will also display in [IDVAR] if they have been associated to an approval process via the Function Name field in [IDAP].
*Embedded forms will be displayed in the Context tab in [IERQ] if they have been associated to a request type in [IMRT].
*The embedded forms will also display in [IDVAR] if they have been associated to an approval process via the Function Name field in [IDAP].
*Below is a list of provided embedded forms:
**[EPTS] – displays crucial time sheet information
**[EALR] – displays details of the requested leave and the employee’s current bank balance
**[EBOEE] – displays the employee’s open enrollment and their elections
**[ESPA] – displays personnel actions for an employee
**[ESRV] – displays an employee’s performance review
This is an example of the [EALR] embedded form:
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[{If var='loginstatus' contains 'authenticated'
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![Notes|Edit:Internal.REQUEST FACILITY]
[{InsertPage page='Internal.REQUEST FACILITY' default='Click to create a new notes page'}]
![Discussion|Edit:Internal.REQUEST_FACILITY]
[{InsertPage page='Internal.REQUEST_FACILITY' default='Click to create a new discussion page'}]
}]
This page (revision-13) was last changed on 26-Nov-2021 10:22 by JEscottTop