Location: Execution Request issuance
Prerequisites:
▪Request type ▪Item (SE PDM). ▪Supply ▪Asset ▪Document ▪Process ▪Project ▪Program |
▪Action plan actions ▪Waste ▪Course (SE Training); ▪Standard activity (SE Asset) ▪Asset template ▪Storeroom ▪Supplier (SE Storeroom) |
*according to the request object type.
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Optional:
▪Team ▪Responsibility route ▪Document (SE Document) ▪Meeting type (SE Meeting) ▪Scheduled meeting (SE Meeting) |
Overview:
From this menu, it is possible to issue requests for services. The operations are understood as a service that can be executed with the objects of other SE Suite components (for example: print document, create project, revise item or supply, among others). Note that the object type for which you want to request an operation is set to the type that will sort the request.
Specific buttons:
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Click on this button to issue a new request. See further details on this operation in the Issuing a request section.
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Click on this button to edit the request selected in the list of records. In order to successfully perform this operation, it is necessary to have the "Edit" control allowed in the security of the request.
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Click on this button to delete the request selected in the list of records. In order to successfully perform this operation, it is necessary to have the "Delete" control allowed in the security of the request.
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Click on the arrow located next to this button and select the desired option to view the request data or the data of the object of the request selected in the list of records. In order to successfully perform this operation, it is necessary to have the "View" control allowed in the security of the request.
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Click on the arrow next to this button to configure and issue the desired request reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and it also searches for the parameters that may be used in the configuration of new reports. In order to successfully perform this operation, it is necessary to have the "Print" control allowed in the security of the request.
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Click on this button to change the status of the request selected in the list of records. In order to successfully perform this operation, it is necessary to have the "Cancel" control allowed in the security of the request. See more details on this operation in the Changing the status of a request section. The system will request the countersign after clicking on this button if the "Request user countersign when performing critical operations in the components" option is checked in the SE Configuration component (CM008).
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Click on this button to create a new request from the copy of a request already created in the system. To do that, in the From field of the screen that will open up, select the ID # of the request that you wish to copy and save the record. At this point, the request data screen will open, allowing you to make the necessary edits.
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Click on this button to end the issuance of the request selected in the list of records and send it to the next configured step.
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Use the "Search filters" to easily find the desired records based on specific information. See in the View Request menu a detailed description of the filters.
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