Request Templates
 
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Request Templates

 

Introduction to Request Templates

 

Requests are standard procedures that are carried out on a regular basis and are typically pre-approved. However, some requests do require one or more approvals, and it might be helpful for certain types of requests to create a workflow. In SysAid, each request is based upon a template that determines whether there are approvals and whether there are any other workflow components.

 

SysAid comes preconfigured with two request templates: the Advanced template for request that require a single approval and the Basic template for requests that are pre-approved. You can also create your own templates for requests that require multiple approvals, or for requests that require a more advanced workflow.

 

Request Templates List

 

The request templates list allows you to create and modify request templates.

 

 

To edit a template, click its row in the table. To add a new template, click Add New Request Template. Go here for further instructions for creating and modifying request templates.

 

For further instructions for using this list page, please go here.

This message was edited 1 time. Last update was at Oct. 25, 2012 08:53 AM