Creating work requests

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

  1. Sign in as Close Administrator and select 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 source from whom to request work.
    Add An Attachment Or URL
    Use these fields to add an attachment or URL to the reminder.
  5. Click OK.