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Overview
A request is based on a defined Process. When a Student submits an online form, which has been mapped with the Process, using the Process Template, the Requests are automatically created. Users will then use the Request to manage and track progress.
For example, once the Student submits an orientation online form, this is converted to a Request with a link to a PDF version of the online form.
The tasks under each request can be allocated to Users who will then manage those tasks and complete them.
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Request List
The Requests are listed as rows in a grid.
The grid displays the following data columns:
- Request
- Start Date
- End Date
- Created Date
- Reminder
The right most column contains the Action Icons that are used to perform various functions for each Request.
Grid Navigation
Multiple pages will be displayed for a grid listing more than 10 items.
The Page Navigation Bar helps Users navigate between pages of items in a grid and also go to a specific page.
Page Navigation always display the page number of the page a User is currently viewing and also includes back and next buttons, and for large numbers of pages includes first or last buttons.
Search
Sort
Allows Users to click on the heading name, for columns displaying the Sort icon, to re-organise the grid in the order of the data in that column.
Clicking a heading name will alternatively order the grid data in ascending order and then in descending order.
Ascending means smallest to largest, or alphabetical.
Descending means largest to smallest, or reverse alphabetical.
Add New
Field Descriptions
| Field | Description |
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| Request | The name of the Request. Request names must be unique within a Request Template. This is a mandatory field. |
| Started Date | Request start date. This is a mandatory field. |
| End Date | Request end date. This is a mandatory field. |
| Client | This information is associated with Clients managed in the Client menu. This is a mandatory field. |
| Use Template | The Request will use a Template:
Only one option can be selected. |
| Process | This information is associated with Processes managed in the Process menu. This is a mandatory field. |
| Template | This field is only visible when the Use Template field is set to Yes. |
| Send Email | This field is only visible when the Use Template field is set to Yes. |
Preview
Edit
The following fields cannot be edited:
- Client
- Process
All other fields can be edited.
Delete
A confirmation message will be shown that requires action.
Phases
Further information for Phases
Map Users
Further information for Map Users
Mark Inactive
A confirmation message will be shown that requires action.
If a Request has been made Inactive the Icon will be colored RED.
Close
A confirmation message will be shown that requires action.
If a Request has been closed the Icon will be colored RED.
Request Overview
Further information for Request Overview
Pictorial
Further information for Request Pictorial View
