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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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
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Page References

Incoming links Outgoing links
REQUEST FACILITY
REQUEST FACILITY

Version management

Difference between version and

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[{TableOfContents }]
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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.
Although requests are similar to email, there is no similar way to respond to a request; requests should not be replied to with another request. Instead, a user can add an activity to the current request and as long as the request remains open, the sender can see it and all activities in the Outbox of their IERQ screen
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Although requests are similar to email, there is no similar way to respond to a request; requests should not be replied to with another request. Instead, a user can add an activity to the current request and as long as the request remains open, the sender can see it and all activities in the Outbox of their [IERQ] screen
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!!Features of the Request Facility in Personality
!Manage all Requests for User
The Manage All Requests for User ([IERQ]) screen has been redesigned to make it function more like an email client.
!!Features of the Request Facility in ePersonality
!Manage all Requests for User - IERQ
The Manage All Requests for User (IERQ) screen has been redesigned to make it function more like an email client.
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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 canceled 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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*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 Context tab will display an embedded form for the request if one has been defined in [IMRT].
**The Context tab will display an embedded form for the request if one has been defined in IMRT.
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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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!View All Requests
The View All Requests ([VERQ]) screen is a view of all requests which shows all open requests for a particular request type for all users in the system, not just the user currently signed in. This form would be used by the administrator.
!VERQ – View All Requests
The View All Requests (VERQ) screen is a view of all requests which shows all open requests for a particular request type for all users in the system, not just the user currently signed in. This form would be used by the administrator.
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*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
*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
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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 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\\
\\
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.
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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 ePersonality, the ‘View All My Requests’ menu item in the Self Service menu calls the WERQ screen (where as in ePersonality 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 ePersonality.
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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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Requests are created using a pre-defined type defined in the Define Request Types ([IMRT]) screen. These types are defined for a specific base table in the database, meaning the requests can only be used in a form that calls that table. For example, the [ADD_PREMIUM] request type has been defined for the table, [P2K_PR_TIME_SHEETS]. A few example forms that call that particular table and that could use this request type are [IPTS], [IPMTS], [WAPTS], and [WEPTS].
Requests are created using a pre-defined type defined in the Define Request Types (IMRT) screen. These types are defined for a specific base table in the database, meaning the requests can only be used in a form that calls that table. For example, the ADD_PREMIUM request type has been defined for the table, P2K_PR_TIME_SHEETS. A few example forms that call that particular table and that could use this request type are IPTS, IPMTS, WAPTS, and WEPTS.
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|ADD_EXPENSE| [P2K_PR_TIME_SHEETS]| [EPTS]
|ADD_PREMIUM| [P2K_PR_TIME_SHEETS]| [EPTS]
|ADD_TIME| [P2K_PR_TIME_SHEETS]| [EPTS]
|ADJUST_TIME| [P2K_PR_TIME_SHEETS]| [EPTS]
|CHANGE_LUNCH| [P2K_PR_TIME_SHEETS]| [EPTS]
|CURRENT_SPA| [P2K_SA_PERSONNEL_ACTIONS]| [ESPA]
|CURRENT_TS| [P2K_PR_TIME_SHEETS]| [EPTS]
|JOB_CHANGE| [P2K_PR_TIME_SHEETS]| [EPTS]
|LEAVE_REQUEST| [P2K_AT_LEAVE_LINES]|[EALR]
|OE EE QUESTIONS| [P2K_BE_OPEN_ENROLLMENT_EES]| [EBOEE]
|OE SUBMISSION| [P2K_BE_OPEN_ENROLLMENT_EES]| [EBOEE]
|PAST_TS| [P2K_PR_TIME_SHEETS]| [EPTS]
|REVIEW INFO| [P2K_SA_REVIEWS]| [ESRV]
|ADD_EXPENSE| P2K_PR_TIME_SHEETS| EPTS
|ADD_PREMIUM| P2K_PR_TIME_SHEETS| EPTS
|ADD_TIME| P2K_PR_TIME_SHEETS| EPTS
|ADJUST_TIME| P2K_PR_TIME_SHEETS| EPTS
|CHANGE_LUNCH| P2K_PR_TIME_SHEETS| EPTS
|CURRENT_SPA| P2K_SA_PERSONNEL_ACTIONS| ESPA
|CURRENT_TS| P2K_PR_TIME_SHEETS| EPTS
|JOB_CHANGE| P2K_PR_TIME_SHEETS| EPTS
|LEAVE_REQUEST| P2K_AT_LEAVE_LINES| EALR
|OE EE QUESTIONS| P2K_BE_OPEN_ENROLLMENT_EES| EBOEE
|OE SUBMISSION| P2K_BE_OPEN_ENROLLMENT_EES| EBOEE
|PAST_TS| P2K_PR_TIME_SHEETS| EPTS
|REVIEW INFO| P2K_SA_REVIEWS| ESRV
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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|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 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.
*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