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How to create your first request

Modified on Thu, 17 Nov 2022 at 02:50 PM

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

TABLE OF CONTENTS

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.


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