Table of Contents
MANAGE ALL REQUESTS FOR USER#
The Manage All Requests for User (IERQ) screen is used
The Manage All Requests for User (IERQ) screen has been designed to make it function more like an email client.
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
- Archived tab where all completed or canceled requests are stored.
The definition data for the Manage All Requests for User screen is stored in the P2K_AM_REQUESTS and P2K_AM_REQUEST_ACTIVITIES tables.
Inbox #
The Inbox:- Contains all requests received by the user which are still ‘open’.
- Provides the ability to complete or deny requests, as well as the ability to change the status from New to In Progress.
- Users can respond to a request by adding activities, they would not respond by sending another request.
- If the request type was defined as requiring action the Action Required toggle will be checked.
- The bottom portion of the screen contains two tabs; Context and Activities. o The Context tab will display an embedded form for the request if one has been defined in IMRT. o The Activities tab is a view of all activities for the request. The date the activity was added, by whom, the type of activity and the text of the activity can all be seen in this tab.
- Sent On
- This field identifies
- From
- This field identifies
- Status
- This field identifies
- Type
- This field identifies
- Priority
- This field identifies
- Synopsis
- This field identifies
- Action Req'd
- This field identifies
- Description
- This field identifies
- Mark as 'In Progress'
- This field identifies
- Complete Request
- This field identifies
- Deny Request
- This field identifies
- Add Activity
- This field identifies
Context#
Activity#
Outbox#
The Outbox tab:- Contains all requests sent by the user which are still ‘open’.
- Similar to Inbox features, except not allowed to cancel or complete request.
- If a request was created with a status of ‘Draft’, the creator of the request can change the status to New and send the request to the directed individual.
- Activities can also be added here and the details of the activity are listed in a table below the request.
- Sent On
- This field identifies
- Status
- This field identifies
- Type
- This field identifies
- Priority
- This field identifies
- Synopsis
- This field identifies
- Action Req'd
- This field identifies
- Description
- This field identifies
- Mark as 'New' and Send
- This field identifies
- Add Activity
- This field identifies
Activity#
- Added On
- This field identifies
- Type
- This field identifies
- Entered By
- This field identifies
- Description
- This field identifies
Archived#
The Archived tab:- Contains all requests sent or received by the user which have been completed or denied.
- This tab is a view only of the historical requests, therefore the user does not have the ability to modify the request or its activities.
- Sent On
- This field identifies
- Sent From
- This field identifies
- Sent To
- This field identifies
- Status
- This field identifies
- Type
- This field identifies
- Priority
- This field identifies
- Synopsis
- This field identifies
- Description
- This field identifies
Activities#
- Added On
- This field identifies
- Type
- This field identifies
- Entered On
- This field identifies
- Description
- This field identifies
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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