To create a new request, click on the Requests item on the navigation menu. On the My Requests screen, click
On the New Request window, click on the downward arrow to show the list of available Requests. Select the request type from the drop down list.
The Status of the New Request will show "Not Submitted" beneath the Request Type and fields associated with the Request Type will appear beneath the Status for users to populate.
Populating any parts of the request form will trigger the auto-save feature. The window will also be renamed as "View Request" and the record will be saved automatically as represented by 3 dots appearing in the bottom left hand corner of the window. The dots will be replaced by the word "Saved" which disappears after a few seconds.
Users can choose to submit the request by clicking on
or clicking
to save a draft for later submission or anywhere outside the View Request window. To delete the request, the user can click
After clicking
, the saved Request will have a status of "Submitted" and display a "New" Badge on the My Requests page.
After clicking
, the saved Request will have a status of "Not submitted" indicating it is a draft request. Any changes made to requests in "Not submitted" status will be automatically saved and users can make as many changes as they wish before submitting the request.
Things to Note
While the request has a status of "Not Submitted", it is not possible for an internal user to assign an additional action on it (approve, deny, cancel or request more information).












