Creating work requests

You can create a work request for a period, process, subprocess, or task from within the solution for an individual resource. The resource can view the work requests in the To Do list in their home page.

  1. Select Close Administrator > Close Setup > Manage Process.
  2. Click the View Schedule tab.
  3. Right-click a period, process, subprocess, or task and click Work Request.
  4. Specify this information:
    Responsible Person
    Select the resource from whom to request work.
    Begin Date
    Select the start date for the work request.
    Due Date
    Select the due date for the work request.
    Description
    Specify the description of the work request.
    Notes
    Specify notes about the work request.
    Add An Attachment Or URL
    Specify these fields to add an attachment or URL to the work request.
  5. Click OK.