Element Requests

The Element Requests screen allows users to request that specific elements be created, such as new projects or objects.

Creating an Element Request

1. From the Setup menu, click Element Requests.

Element Requests

2. From the Drafts tab, enter the title in the provided text box to begin a new element request draft.

Element Requests

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.

Finder

10. To add a comment, type the comment in the provided text box. Then, click the Post button.

Element Requests

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.

Existing Drafts

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.

Element Requests

2. From the Drafts tab, navigate to the Existing Drafts section.

Element Requests

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.

Element Requests

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.

Element Requests

5. Click the delete button (red minus sign) to remove the draft.

Element Requests

6. Click the Name text field to edit the name of the request. Changes save automatically.

Element Requests
Request History

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.

Element Requests

2. Click the Request History tab.

Element Requests

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.

Element Requests

5. Click View to view the element request in the Current Request tab.

Element Requests

6. If the request is pending, you can Cancel the request by clicking the corresponding button.

Element Requests

If viewing a pending request, you can also click Cancel from the Current Request tab.

Once a request is approved, the element is added to Setup > Settings > Elements and available to use throughout Focus ERP.

Additional Features

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.

Element Requests

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.

Element Requests

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.

Element Requests

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.