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. 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.