Requests can be opened from the requests page or by clicking "Open New Request" at a request template page.
When making a 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. However, it's important to note that certain fields, like due date and executing 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.
Once a request has been Approved, it is reviewed by the leader of the executing team. They will assess the request's capacity and potential for completion, and either Accept or Reject it. All necessary information will be provided for their evaluation.
The team leader of the executing team can choose a performer from among his team members. Assignment of a performer will cause status change from Awaiting Assignment to Assigned
The person assigned or performing the task has editing permission, which includes reassignments and updating the status.
The performer of the request can update easily when the request execution is In progress and Completed.
When a request has been completed, it can no longer be edited.
For more articles about the request module please see