My requests (page description)
Open the Pending Request page, by navigating through to Request > My Requests.
On the My Requests page you can perform various actions regarding your requests. To do this, click on one of the tiles:
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
|
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 Request page.
Table 75: Controls
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). |
Find a service item |
Use this search to help you find the products you want to request. |
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. |
Change service category |
Use this button to select another service category. |
Include child categories |
Use this check box to group together main and subcategories of the selected service category in a list. |
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). |
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. |
Actions > Select a request template |
Use this action to request products from a request template (see Requesting from templates). |
Actions > Select a reference user |
Use this action to request products that a specific identity already has (see Requesting products through reference users). |
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
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). |
Product |
Shows you the product's name. |
Service category |
Shows you to which service category the product belongs. |
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
|
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 Requests for <identity> page.
Table 78: Controls
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. |
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
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. |
Full name |
Shows you the product's name. |
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
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
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, you can add these products to the shopping cart. |
Product |
Shows you the product's name. |
Number of identities |
Shows you how many the peer group identities already own this product. |
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.