Create Request and Approval

  • Last Created On Jul 11, 2023
  • 272
0 0

Requested menu is used to create a request to allocate assets to an employee.
Allocating requests can only be made with assets with Deployable status and Requestable marked

Create a Request

  • Step 1. Create approval process with Check-out  ( optional). 
    If there is no approval process, the allocation request is automatically approved and the asset is checked-out to the employee
    If there is an approval process, the allocation request must be approved before the asset can be checked-out to the employee
  • Step 2. Mark Requestable for assets that are required to be allocated

  • Step 3. Go to Requested menu -> click on the Add button 
  • Step 4. In the New request popup, fill in the following detail 

    • Title: Enter a name for the asset request (e.g., "Request for New Laptop", "Request for Extra Monitor").
    • Asset: Select the asset you want to request from the available list. Only assets that meet all the following conditions will be shown:
      • Marked as Requestable
      • Status is Deployable (available for assignment)
    • Check-out for: Select the employee who will receive the asset.
    • Notes: Enter a description or reason for the request (e.g., "Current device is broken, needs replacement").
  • Step 5. Click on the Send request button

  • Step 6. Approval Processing 
    The approver receives the notification and proceeds to approve







    ==> Result: 

Views: 272

Recent Articles

  • Auto-Fulfillment & Omnichannel Order-to-...
    12
  • SDR AI Agent - Guide 5: Governance Setti...
    14
  • SDR AI Agent - Guide 4: Activity Audit,...
    16
  • SDR AI Agent - Guide 3: Autonomous Lead...
    17
  • SDR AI Agent - Guide 2: Real-Time Kanban...
    15

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3409
  • Warehouse
    2795
  • Item Settings
    2368
  • X (Twitter) Analytics
    2219
  • Plaid environment & Setup Your Bank Acco...
    2118