Difference between revisions of "Initiate a ePRS Request"

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(Start a Request)
 
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View work items or initiate requests. Work items are assigned to individual participants or a user group where any individual in the user group can complete the item.
 
View work items or initiate requests. Work items are assigned to individual participants or a user group where any individual in the user group can complete the item.
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<!-- [[File:Initiating-Submitting-Requests.mp4|750px|Initiating a Request|left]] -->
  
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[[File:Initiate_request.png|750px]]
  
 
== Start a Request ==
 
== Start a Request ==
 
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1. '''Blank Request''' - Click “New Request” [[File:New_request.png|75px]] in the navigation menu.   
1. '''Blank Request''' - Click “New Request” [[File:New_request.png]] in the navigation menu.   
 
 
A purchase request will open automatically and assigning an ID to that request.
 
A purchase request will open automatically and assigning an ID to that request.
  
 
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2. '''Copied Request''' - Navigate to Active, Archived or All Requests. Locate the request and mark the check box for the request to copy.  Click the ‘Copy’ [[File:Copy.png|75px]] button and confirm.
2. '''Copied Request''' - Navigate to Active, Archived or All Requests. Locate the request and mark the check box for the request to copy.  Click the ‘Copy’ [[File:Copy.png]] button and confirm.
 
  
 
== Open a Work Item ==
 
== Open a Work Item ==
  
 
3.  Click the ReqID, ActID, or click ‘Open’.  
 
3.  Click the ReqID, ActID, or click ‘Open’.  
 
  
 
== Sort and Filter Requests ==
 
== Sort and Filter Requests ==
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4.  Sort requests by clicking on any column header.
 
4.  Sort requests by clicking on any column header.
 
5.  Enter a value in the filter box or select options from the filter drop downs.  
 
5.  Enter a value in the filter box or select options from the filter drop downs.  
 
  
 
== Refresh List ==
 
== Refresh List ==
  
6.  Click the ‘Refresh’ icon located at the top right of the table.
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6.  Click the ‘Refresh’ icon [[File:Refresh.png|75px]] located at the top right of the table.

Latest revision as of 22:25, 8 April 2019

View work items or initiate requests. Work items are assigned to individual participants or a user group where any individual in the user group can complete the item.

Initiate request.png

Start a Request

1. Blank Request - Click “New Request” New request.png in the navigation menu. A purchase request will open automatically and assigning an ID to that request.

2. Copied Request - Navigate to Active, Archived or All Requests. Locate the request and mark the check box for the request to copy. Click the ‘Copy’ Copy.png button and confirm.

Open a Work Item

3. Click the ReqID, ActID, or click ‘Open’.

Sort and Filter Requests

4. Sort requests by clicking on any column header. 5. Enter a value in the filter box or select options from the filter drop downs.

Refresh List

6. Click the ‘Refresh’ icon Refresh.png located at the top right of the table.