Managing Requests
In the Manage section, managers, admins, and users with granted permissions can view all submitted requests, track their progress, perform actions like linking requests or generating documents, and submit requests on behalf of other employees.
The list gives a clear overview of each request so you can see its progress without opening each one individually.
Each row in the list displays the following information:
- Request Title & Icon: Identifies the type of request submitted (e.g., Device Access or IT Support Request).
- Current Status: Shows the status of the request (In Progress, Approved, Rejected, etc.).
- Request Date: The date the employee submitted the request.
- Created by: Employee who created the request.
- Approvers & Flow Status: A visual representation of the configured approval flow. You can see who is currently Pending or who has already Approved or Skipped their step.
- Linked Items: Shows a count of any other Requests or documents that have been attached or linked to this specific submission.
- Action Menu:
- Link Request: Connect other requests to the current one to keep related submissions together for easier tracking and management.
- Generate Document: Create a document from the request.
Reporting a request
Line managers, HR, and administrators with the appropriate permissions can submit requests for another employee (such as a System Access Request or an Equipment Request).
To report a request:
Click the Report Request button within the Manage section.
In the first step, select the employee for whom you want to report the request.
Then, select the appropriate Request Form (e.g., "Device Access") and click Continue.
In the new side panel, fill in the required fields on the request form.
Click Report to submit the request or click Cancel to discard the changes.
You can use the Search bar to quickly find requests and the Filter options to organize the list by criteria such as Date Range, Request Status, Request Type, or Employee.
