This article will show you how to create and submit a new request. 

TABLE OF CONTENTS

• Opening a new request
• Validation errors
• After validation

Opening a new request

1. On the top left-hand side of the screen, you will see an Actions tab. Click on the down arrow.

2. Select New document from the drop-down list.

This will open a blank document. To create your new request, you need to work through the options from the left-hand panel.

3. First, select your company from the Company Code drop-down list.

4. Choose the request type from the Document template drop-down list.

5. Complete the required data depending on your selected document template. Fields marked with an * are mandatory. These will be set up as per your company policy.

6. Click on the plus signs in the middle panel to add any required comments and/or attachments.

7. Click Validate to check if all required data is filled out correctly.

Validation errors

 If you have not completed a mandatory field, the relevant line will be highlighted.

And a pop-up will ask you to check your data.

If there is missing or invalid data, you will be given more information across the top of the screen in a yellow bar.

Complete the fields as requested and press Validate again.

After validation

Once the validation has been completed successfully, you can perform a number of other actions on the document.

These actions include:

• Save as draft. Only the creator can see and edit a draft and it is unavailable to other users in the system.
• Save to create a request. This generates a unique reference number for the document.
• Click Submit to send the request for approval.