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
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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
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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

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!!REQUEST FACILITY
!!!REQUEST FACILITY
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There are three tabs in IERQ: Inbox tab where incoming requests are received, Outbox tab where new requests can be created and sent to an employee, and the Archived tab where all completed or cancelled requests are stored.
There are three tabs in IERQ: Inbox tab where incoming requests are received, Outbox tab where new requests can be created and sent to an employee, and the Archived tab where all completed or cancelled requests are stored. \\ \\
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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.
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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*Activities can also be added here and the details of the activity are listed in a table below the request.
*Activities can also be added here and the details of the activity are listed in a table below the request.\\
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VERQ – View All Requests
!VERQ – View All Requests
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Form Toolbar Menu
!Form Toolbar Menu
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 A menu labeled ‘Requests’ will appear on the form toolbar.
 This menu will appear on a form toolbar when there is at least one table defined in the form definition which also has a Request Type defined for it on IMRT, otherwise the menu will not appear
 The menu items will have the basic request functions; ‘create new’, ‘view subject requests’ which open dialogs, and ‘view all’ which will open the IERQ screen
 The menu item will dynamically change based on which field (and parent table) has cursor focus; the menu will contain menu items for each request record that is tied to the current table and subject
 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’.)
 If cursor focus is on a field/table that does not have Request types, the ‘Create New’ request will not display in the menu drop down
 Roll up feature: The menu may show more requests than are on the current subject, for example, it will try to show all requests for the current subject and its parent. (e.g. if there are 2 requests on PTS and 3 requests on PTSE, then when cursor focus is on the PTS record, the menu will show ‘Requests (2)’, but when focus is on the PTSE record, the menu will show ‘Requests (5)’)
*A menu labeled ‘Requests’ will appear on the form toolbar.
*This menu will appear on a form toolbar when there is at least one table defined in the form definition which also has a Request Type defined for it on IMRT, otherwise the menu will not appear
*The menu items will have the basic request functions; ‘create new’, ‘view subject requests’ which open dialogs, and ‘view all’ which will open the IERQ screen
*The menu item will dynamically change based on which field (and parent table) has cursor focus; the menu will contain menu items for each request record that is tied to the current table and subject
*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’.)
*If cursor focus is on a field/table that does not have Request types, the ‘Create New’ request will not display in the menu drop down
*Roll up feature: The menu may show more requests than are on the current subject, for example, it will try to show all requests for the current subject and its parent. (e.g. if there are 2 requests on PTS and 3 requests on PTSE, then when cursor focus is on the PTS record, the menu will show ‘Requests (2)’, but when focus is on the PTSE record, the menu will show ‘Requests (5)’)
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Features of the Request Facility in Self Service
The Request functionality in Self Service is very similar to that in ePersonality. 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
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!!Features of the Request Facility in Self Service
The Request functionality in Self Service is very similar to that in ePersonality. 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. \\
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Inbox Tab\\
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Outbox Tab\\
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Self Service Splash Menu
!Self Service Splash Menu
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Self Service Form Toolbar Menu
!Self Service Form Toolbar Menu
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Setting up the Request Facility
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!!Setting up the Request Facility
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 Creating new request types.
 Creating new embedded forms.
 Defining which request types require action and those that do not.
*Creating new request types.
*Creating new embedded forms.
*Defining which request types require action and those that do not.
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Request Types
!Request Types
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Embedded Forms
!Embedded Forms
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 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:
o EPTS – displays crucial time sheet information
o EALR – displays details of the requested leave and the employee’s current bank balance
o EBOEE – displays the employee’s open enrollment and their elections
o ESPA – displays personnel actions for an employee
o ESRV – displays an employee’s performance review
*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
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Requires Action
!Requires Action
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This page (revision-13) was last changed on 26-Nov-2021 10:22 by JEscottTop