Request (page description)
To open the Request page go to Request > My Requests > Start a new request.
On the Request page, you can add products that you want to request to your shopping cart (see Adding products to the shopping cart).
There are products in the list that are marked with an icon. The meanings of these icons are explained in the table below with relevance to the product.
Table 74: Request status
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The product was requested and is already assigned. You cannot make another request at the moment. |
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The product was already requested or it is not currently available. It cannot be requested at the moment. |
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A pending request already exists for this product. You cannot repeat the request at the moment. |
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The product was already assigned to the user.
NOTE: The product assignments can be inherited, for example. It is not possible to make another request for this product. If the request is repeated, the status changes to This product has already been requested. |
The following tables give you an overview of the various features and content on the Request page.
Table 75: Controls
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Recipient |
Shows you the identity for whom you are selecting products.
Use the Change button to select for which identities you want to request the products (see Requesting for other identities or subidentities). |
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Find a service item |
Use this search to help you find the products you want to request. |
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Service items in the category |
Shows you to which service category the displayed products belong.
If the service category contains subcategories, click in the list and select the appropriate subcategory. |
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Change service category |
Use this button to select another service category. |
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Include child categories |
Use this check box to group together main and subcategories of the selected service category in a list. |
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Add to cart |
This opens the My Shopping Cart page (see My shopping cart (page description)).
Use this button to add all the products you have selected using the  (Add to cart) check box next to the product to the shopping cart (see Adding products to the shopping cart). |
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Actions > Check requests for this recipient |
This opens the Requests for <identity> page (see Requests for identities (page description)).
Use this action to check which products the selected recipient already owns. This prevents you from requesting products that the recipient already has. |
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Actions > Select a request template |
Use this action to request products from a request template (see Requesting from templates). |
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Actions > Select a reference user |
Use this action to request products that a specific identity already has (see Requesting products through reference users). |
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Actions > Show products other identities requested |
This opens the Products other identities requested page (see Products other identities requested (page description)).
Use this action to display and request products that other identities in the system have already requested (see Requesting products through peer groups). |
Table 76: Columns
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Add to cart |
Select the check box next to the product you want to add to the shopping cart. Then, using the Add to cart button, add these products to the shopping cart (see Adding products to the shopping cart). |
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Product |
Shows you the product's name. |
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Service category |
Shows you to which service category the product belongs. |
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Request |
Use the Add to cart button to add the corresponding product to the shopping cart (see Adding products to the shopping cart). |
TIP: You can show less data by using the column filters. For more information, see Filtering.
TIP: You can see more information about each action in the details pane. In the list, click the corresponding product and expand the details pane by clicking on the gray area.
Requests for identities (page description)
To open the Requests for <identity> page go to Request > My Requests > Start a new request > Actions > Select a reference user.
On the Requests for <identity> page, you display and request products that a previously selected identity has already request (see Requesting products through reference users). This way, you have a quick method of requesting products that are important to you or your identities.
There are products in the list that are marked with an icon. The meanings of these icons are explained in the table below with relevance to the product.
Table 77: Request status
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The product was requested and is already assigned. You cannot make another request at the moment. |
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The product was already requested or it is not currently available. It cannot be requested at the moment. |
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A pending request already exists for this product. You cannot repeat the request at the moment. |
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The product was already assigned to the user.
NOTE: The product assignments can be inherited, for example. It is not possible to make another request for this product. If the request is repeated, the status changes to This product has already been requested. |
The following tables give you an overview of the various features and content on the Requests for <identity> page.
Table 78: Controls
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Add to cart |
Use this button to add to the shopping cart all the products you have selected using the check box next to the product in the Request column. |
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Create template |
Use this button to create a request template that you can reuse later to save time (see Creating request templates). |
Table 79: Columns
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Request |
Select the check box next to the product you want to add to the shopping cart. Then, using the Add to cart button, you can add these products to the shopping cart. |
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Full name |
Shows you the product's name. |
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Description |
Shows you the description of the product. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
Products other identities requested (page description)
To open the Products other identities requested page go to Request > My Requests > Start a new request > Actions > Show products other identities requested.
On the Products other identities requested page, you can display and request products that other identities in the system have already requested (see Requesting products through peer groups). As a manager, you can also see products from the peer group of an identity that you manage. This way, you have a quick method of requesting products that are important to you or your responsible identities.
TIP: A peer group contains all the identities that have the same manager or the same primary or secondary department as the request recipient.
There are products in the list that are marked with an icon. The meanings of these icons are explained in the table below with relevance to the product.
Table 80: Request status
|
|
The product was requested and is already assigned. You cannot make another request at the moment. |
|
|
The product was already requested or it is not currently available. It cannot be requested at the moment. |
|
|
A pending request already exists for this product. You cannot repeat the request at the moment. |
|
|
The product was already assigned to the user.
NOTE: The product assignments can be inherited, for example. It is not possible to make another request for this product. If the request is repeated, the status changes to This product has already been requested. |
The following tables give you an overview of the various features and content on the Products other identities requested page.
Table 81: Controls
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Add to cart |
Use this button to add all the products you have selected using the (Add to cart) check box next to the product to the shopping cart. |
Table 82: Columns
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Selection |
Select the check box next to the product you want to add to the shopping cart. Then, using the Add to cart button, you can add these products to the shopping cart. |
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Product |
Shows you the product's name. |
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Number of identities |
Shows you how many the peer group identities already own this product. |
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Distribution in the peer group |
Shows you how many peer identities already own this product in percent. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
Request history (page description)
To open the Request History page go to Request > My Requests > Request History (see Displaying request history).
On the Request History page, you can:
The following tables give you an overview of the various features and content on the Request History page.
Table 83: Controls
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Advanced search |
The advanced search allows you to control which product requests are displayed (see Displaying request history):
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Requests submitted by you for yourself: Select this check box to display product requests you placed yourself.
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Requests submitted by you for others: Select this check box to display product requests you placed for other identities.
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Requests submitted by others for you: Select this check box to display product requests other identities placed for you.
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Requests submitted by other users: Select this check box to display product requests placed by other identities that report to you.
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Filter by request number: Enter the request number of the request you want to display.
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pending: Select this check box to display product requests that are not yet approved (status: Request).
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Approved: Select this check box to display product requests that have been granted approval (status: Assigned).
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Canceled or denied or unsubscribed: Select this check box to display product requests that have been canceled, denied, or unsubscribed (state: Canceled, Denied, Unsubscribed).
Click Search to apply the filter criteria to the request history.
Click Reset to reset the filter criteria to the default search. |
Table 85: Columns
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Product |
Shows the name of the product that was requested. |
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State |
Shows the current status of the product request (see Approving and denying requests).
The following status' are possible:
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Assigned: The product request was successful and the product was successfully assigned.
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Request: The product request is still awaiting an approval decision (it is still in the request workflow). In the details pane, on the Workflow tab, you can see the current position in the workflow.
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Pending: The product request is waiting for an approval decision from an approver. In the details pane, on the Workflow tab, you can see what the approval is waiting for.
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Approved: The product request was granted approval by the approver and continues along the workflow. In the details pane, on the Workflow tab, you can see the current position in the workflow.
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Renewal: The product has been renewed (see Renewing products with limit validity periods).
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Unsubscription: The product is being unsubscribed (see Unsubscribing products).
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Denied: The request for this product was denied. The reason for denying may be a policy or rule violation or the manager not verifying the request if it is only temporary. In the details pane, on the Workflow tab, you can see when and why the request was denied. .
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Canceled: The product request was canceled (see Canceling requests) or the system could not carry out the request (for example, because a identity for verifying it was not given or the validity period expired). In the details pane, on the Workflow tab, you can see when and why the request was canceled.
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Unsubscribed: The product was unsubscribed (see Unsubscribing products). In the details pane, on the Workflow tab, you can see when and why the request was unsubscribed. |
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Request date |
Shows when the product was requested. |
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Recipient |
Shows for whom the product was requested. |
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Shopping cart |
Shows you the request number of the total request with which the product was requested. |
TIP: You can show less data by using the column filters. For more information, see Filtering.
NOTE: On the following tabs, you can show other useful information about each product in the details pane. To do this, click the product in the list:
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Information: Displays general information about a request. The information displayed varies and is dependent on the service category from which the request was triggered.
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Workflow: Displays the life cycle chronologically as from the time of request.
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Compliance: Displays possible rule violations for this request.
