Element Requests
The Element Requests screen allows users to request that specific elements be created, such as new projects or objects.
1. From the Setup menu, click Element Requests.
2. From the Drafts tab, enter the title in the provided text box to begin a new element request draft.
3. Click Create.
4. From the Current Request tab, select the applicable Facility for which the element is being requested.
The Request Date/Status auto-populates to Draft until the request is submitted. The Author also auto-populates to the requester's name.
5. In the Elements section, select the Category from the pull-down, and enter the Code and Title of the element being requested.
6. Enter a Start Date and End Date if the element is being requested for use for a specific time frame or starting and/or ending on a specific date. These text boxes can be left blank if this feature does not apply.
7. Press the Enter key to save the line of data.
8. To request more elements in the same request that pertain to the same Facility, use the top blank row in the Elements section adding as many rows of data as needed.
9. As indicated in the Files section, drag files directly into the box to attach documents or click the Select button to browse for files. There is also a Scan File button next to the Select button for direct scanning. Click the Scan File button; this will prompt you to download Dynamsoft. This is a one-time download that allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.
10. To add a comment, type the comment in the provided text box. Then, click the Post button.
11. Once all information has been entered/selected, click Submit.
The request is submitted to the approval flow setup by the district. To review the status, see Request History.
If you begin a request but do not submit the draft, the draft will be saved in the Existing Drafts section of the Drafts tab.
1. From the Setup menu, click Element Requests.
2. From the Drafts tab, navigate to the Existing Drafts section.
All existing drafts not yet submitted will be saved here.
3. Click View All Users to view existing drafts created by all users, not just your own drafts. Note: This feature is enabled by a profile permission via Setup > Profiles.
4. Click View next to the applicable draft to open the request and continue creating the draft in order to submit for approval from the Current Request tab. See Creating an Element Request for more information.
5. Click the delete button (red minus sign) to remove the draft.
6. Click the Name text field to edit the name of the request. Changes save automatically.
All submitted request display on the Request History tab where you can review previously made requests, as well as requests that are still pending.
1. From the Setup menu, click Element Requests.
2. Click the Request History tab.
The Request History tab displays the Requester, Request Date, Approved Date (if applicable), Name of the request, the Facility, and the Status (such as Pending).
3. Click View All Users to view a history of requests made by all users, not just your own history.
Click Hide All Users to hide all others users again and only view your own requests made.
4. Hover over the Status to display the approval chain set up via Setup > Approval Flow. Hovering over the Status allows you to see the users who approved or denied the request, as well as the approvers still pending.
5. Click View to view the element request in the Current Request tab.
6. If the request is pending, you can Cancel the request by clicking the corresponding button.
If viewing a pending request, you can also click Cancel from the Current Request tab.
If you are a part of the Element Requests approval chain and responsible for reviewing and approving or denying submissions, the Pending Approval tab displays with element requests awaiting approval.
1. From the Setup menu, click Element Requests.
2. Click the Pending Approval tab.
The Pending Approval tab displays the following information: Requester, Request Date, Name, Facility, and the Status.
3. Hover over the approval Status with the mouse to display the Approval Chain set up by the district. The Approval Chain displays the user(s) responsible for reviewing the request and approving or denying the request. You should see your name displayed here.
A green check mark indicates an Approved status.
An hourglass indicates a Pending status.
A red X indicates a Denied status.
4. Click View to view the request via the Current Request tab.
Upon viewing element requests, with the appropriate profile permissions, you can edit the request.
You can als Approve, Deny, Send Back to Originator, or Cancel from this screen.
5. From the Pending Approval tab, click Approve to approve the request or click Deny to deny the request.
6. Click Send Back to Originator to send the request back to the requester in order to make changes and resubmit the request.
a. Clicking Send Back to Originator prompts you to enter some notes as to why you are denying the request and sending it back to be resubmitted. Enter your notes in the provided text box, then click Send. To cancel and close the pop-up window, click the white X.
Once sent back, the request will re-appear in the applicable user's Existing Drafts section. Notes sent to the user display in the Comments section of the request.
If you are a part of the Element Requests approval chain and responsible for reviewing and approving or denying submissions, the Pending Approval tab displays with requests awaiting approval, once approved or denied, you can review all purchase requests via the Approval History tab.
1. From the Setup menu, click Element Requests.
2. Click the Approval History tab.
Hover over the approval Status with the mouse to display the Approval Chain set up by the district. The Approval Chain displays the user(s) responsible for reviewing the element request and approving or denying the request.
A green check mark indicates an Approved status.
An hourglass indicates a Pending status.
A red X indicates a Denied status.
3. Click View to view the request via the Current Request tab.
Use the Filter text box located in select pull-downs to quickly find a selection. Begin typing the name or number of the data in question in the Filter text box to pull it to the beginning of the list.
If there are multiple pages of data, click the Prev and Next buttons to sift through pages. You can also enter a number in the Page text box to jump to a page.
Click the Excel icon in the Export section to export the table of data to an Excel spreadsheet, which can then be saved to your computer.
Click the Printer icon to print the table of data.
Click the Filters button to filter data and apply filter rules.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for additional filtering rules.
For more information on how to use the Filters feature, see Filters.
You can sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.
