Create Request and Approval

  • Last Created On Jul 11, 2023
  • 86
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 

    1. Enter the Title
    2. Select the Assets
    3. Select the Check-out for
    4. Enter the Notes 
  • Step 5. Click on the Send request button

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







    ==> Result: 

Views: 86

Recent Articles

  • Google Analytics Dashboard
    7
  • Customizing the metric view in Google An...
    7
  • Connect your Google account
    7
  • Workspaces Management
    7
  • Connect your Youtube account and Sync da...
    22

Popular Articles

  • Warehouse
    681
  • Mapping Setup
    542
  • Item Settings
    519
  • General Accounting Settings
    500
  • Inventory Receiving Voucher
    423