Requests can be opened from the requests page or by clicking "Open New Request" at a request template page.
When initiating a new request, it will first be opened in Draft state. This allows the requester to provide all the necessary information before submitting it for approval. Once the request is submitted, it will be automatically assigned to the team leader of the requestor. If the requester belongs to more than one team, they can select which team leader should receive the request. It's important to note that certain fields, like due date and performing team, must be completed before the request can be submitted.
The request flow simplifies notifying the next member in line once a request is assigned, continuing until the request is fulfilled.
Request statuses can be updated by system admins throughout the process, aligned with the options within the flow.
Once a request is approved, it is forwarded to the leader of the performing team for review and Accept. The leader will evaluate the team's capacity and the feasibility of completing the request, and then either accept or reject it. All relevant information needed for their assessment will be provided.
The team leader of the performing team can select a performer from their team members. Assigning a performer will change the status from "Awaiting Assignment" to "Assigned."
Both admins and the performing team's leader have the ability to reassign the performer when necessary.
The member performing the task has editing permissions, also allowing them to reassign the task and update its status as needed.
The performer of the request can update easily when the request execution is In progress and Completed.
Once a request is completed, it can no longer be edited or deleted. Instead, it can only be archived.
For more articles about the request module please see
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