Introduction

You can customize the general options of a request type, which states the basic information of the request such as the request ID, request description, the manager responsible, the request category, and the entry criteria of a request type.

Note: All system-created request types under the BackOffice category cannot be modified (with the exception of Vacancy and Applicant request types). System-created request types are request types without a creator.

Menu path

Go to Workflow/Setup/Requests/Request types, and then click New or open an existing request type. The screen displayed is the General tab.

Roles & rights

To create or modify request types, Function rights 5 – Create request types, and edit request types without responsible or Function rights 232 – Edit all request types is required. Users with Role 1 – General manager and Role 11 – HR have the first function rights while the latter is reserved for users with Role 0 – Administrator.

The Manager of the request type is able to modify the specifc request type.

Button

Save

Click this to save the request type definition.

Delete

Click this to delete the request type. A request type cannot be deleted if there are requests of this type used in the system.

Note: This is available only if you are editing an existing request type.

Save + New

Click this to save the new request type and continue creating a new one.

Note: This is available only if you are creating a new request type.

Copy

Click this to copy the definition from another request type. This is useful if you want to quickly create another request type.

Close

Click this to exit.

Description

General section

ID

Type an ID for the request type. You can type up to a maximum of five digits. This ID is a unique number for identifying every request. By default, this ID is generated automatically but it is possible to change it before the request type is saved. This is mandatory.

Description

Type a description as the name for the request type. This is mandatory.

Color

Click the icon to select a color for the request type. The selected color is used to differentiate the request types in planning charts.

Manager

Select a manager for the request type. The resource selected as Manager of the request type definition can then be able to add, remove, and configure the request type fields without requiring any function rights.

Category

Select a category to group this request type under the selected category. This enables retrieval of request in reports and to filter request in the workflow. For more information, see Creating and Modifying Request Category.

Active

Select this check box to activate the request type. By default, this check box is selected.

Note: If this check box is cleared, you will not see this request type in the request entry page. Also, you will not be able to create a request of this request type.

Hide

Select this check box to hide the request type in the request entry page. However, a user can still create a request of this request type by typing the ID in the ID field and clicking the icon next to it at the request entry page.

Back office

Select this check box to assign this request type to be used in back office products such as Exact Globe.

Policy

Type or select a document ID to link this document as a policy for the request type. A policy document states the details of the policy or procedures of a request of this type.

Entry section

Multiple

Type the maximum number of multiple request rows that can be created for a request of this type. To make this a single request entry, type “0” in this field. By default, “0” is displayed.

Mail merge

Select this check box to enable the mail merge icon at the title bar of the submitted request of this type.

Week

Select this check box to enable the creation of weekly requests. A weekly request is a special multiple request entry. With this, you can create multiple requests for different days within a period of seven days for one or more resources. You can also enter a different start or end time for any of the day for each resource.

Note: To enable this function, you need to type “1” or more at Multiple.

Fields tab

You can customize the request type fields. For more information, see Creating and Modifying Request Types – Fields Tab.

Flow tab

You can customize the flow of the request type. For more information, see Creating and Modifying Request Types – Flow Tab.

Actions tab

You can customize the actions for the request type. For more information, see Creating and Modifying Request Types – Actions Tab.

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