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Request tracking

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Task:

Request tracking

Who is notified:

Issuer of the request.

When:

The request issuance is finished.

Purpose:

To allow the user to track the execution of the request they have issued. If the configuration for the logged-in user to exert total or specific control in the records of a department, position or user is set up in the SE Administration component (File arrowrgray Organization structure arrowrgray User), the requests issued by the department, position or user in question will also be displayed in the list of records.

 

How to execute this task:

 

1.

In the list of pending records, select the desired request.

 

2.

On the toolbar, click on the button that corresponds to the action you wish to perform:

view

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.

report_config

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.

status

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 for the status of the selected request to be "To be executed" and for the "Cancel" control to be allowed in its security. See more details on this operation in the Changing the status of a request section.

3.

When the request is closed, it will no longer appear in the list of pending records. It is also possible to track through the Execution arrowrgray Request tracking menu.