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.

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Field Descriptions

Field	Description
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: No (default option) Yes 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.