Creating a work request

You can create a work request for a period, process, sub process, or task from within the Manage Process area. A work request is created for an individual resource and will show up in their To Do list in their home page.

  1. Select Close Setup > Manage Process and click the View Schedule tab.
  2. Right-click a period, process, sub process, or task and click Work Request.
  3. Use the following guidelines to specify field values:
    Responsible Person

    Select the resource you want to request work from.

    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 any notes about the work request.

    Launch Form In Your Financial System

    Specify the form that will open in the user's financial system when the work request is opened.

    Add An Attachment Or URL

    Specify the fields below to add an attachment or URL to the work request.

    Title

    Specify a title for the work request attachment.

    File

    Click the Browse button to select the work request attachment.

    File Type

    This field is automatically populated when you select a file to upload.

    URL

    If the work request attachment is online, specify the URL to access the attachment.

  4. Click OK to send the work request to the person responsible.