Requesting from templates
You can use your own request templates or system templates for making requests. This helps simplify proper provisioning for a particular job or function. For example, a template may contain all the products a new identity needs to get started. If you use a template for a request, you are not obliged to request all the products in the template. You only have to select the products you want from the template. For more information, see Request templates.
To request products using a template
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In the menu bar, click Request > My Requests.
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On the My requests page, click Start a new request.
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On the Request page, on the bottom right, click Actions > Select a request template.
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In the Choose a template dialog, next to the required request template, click Add to cart.
TIP: If you want to display all of the content of the request templates, click 
next to the request template.
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On the My Shopping Cart page, click Submit.
Related topics
Displaying and requesting other identity’s products
You can request products that other identities already own. The Web Portal offers you various options for this:
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Request by reference user: You can display all the products of a specific identity and request them as well.
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Request by peer groups: You can display and request products that other identities within your system have already requested. As a manager, you can also see products from the peer group of an identity that you manage.
Related topics
Requesting products through reference users
You can request products that a particular identity already owns. This is called requesting by reference user.
Products you cannot request are marked with a red cross in the product view.
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In the menu bar, click Request > My Requests.
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On the My Requests page, click Start a new request.
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On the Request/ page, click Actions > Select a reference user.
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In the Select an identity dialog, in the list, click the identity whose products you also want to request.
NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.
This opens the Requests for <identity> page and lists requests, memberships, and entitlements for the selected identity (see Requests for identities (page description)).
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On the Requests for <identity> page, select the check boxes next to all the products that you also want to request.
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Click Add to cart.
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On the My Shopping Cart page, click Submit.
Related topics
Requesting products through peer groups
You can display and request products that other identities within your environment have already requested. 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.
To request other identities' products
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In the menu bar, click Request > My Requests.
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On the My requests page, click Start a new request.
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(Optional) If you want to make a request for another identity or check which products have been requested by their peer group, proceeds as follows:
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On the Request page, click Change next to the Recipient field.
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In the Recipients dialog, in the list, click the identity who is going to receive the products.
NOTE: The list may contain a maximum of one identity. To remove an identity from the list, click on the corresponding identity.
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Click Close.
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On the Request page, click Actions > Show products ordered by other identities.
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On the Products other identities requested page, enable all the products that you also want to request.
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Click Add to cart.
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On the My Shopping Cart page, click Submit.
Related topics
