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How to create a new request in the Mobile Employee Experience

To create a new request, click on the Requests item on the navigation menu.  On the My Requests screen, click   On the New Request window, click on the downward arrow to show the list of available

Updated over 2 weeks ago

To create a new request, click on the Requests item on the navigation menu. On the My Requests screen, click

new_request_button.png

my_requests_MEE.png

On the New Request window, click on the downward arrow to show the list of available Requests. Select the request type from the drop down list.

new_request_types.png

The Status of the New Request will show "Not Submitted" beneath the Request Type and fields associated with the Request Type will appear beneath the Status for users to populate.

new_request_details_MEE.png

Populating any parts of the request form will trigger the auto-save feature. The window will also be renamed as "View Request" and the record will be saved automatically as represented by 3 dots appearing in the bottom left hand corner of the window. The dots will be replaced by the word "Saved" which disappears after a few seconds.

new_request_details_filled_out_MEE.png

Users can choose to submit the request by clicking on

Submit Button.png

or clicking

close.png

to save a draft for later submission or anywhere outside the View Request window. To delete the request, the user can click

delete_button_MEE.png

view_request_MEE_buttons.png

After clicking

Submit Button.png

, the saved Request will have a status of "Submitted" and display a "New" Badge on the My Requests page.

submitted_request_MEE.png

After clicking

close.png

, the saved Request will have a status of "Not submitted" indicating it is a draft request. Any changes made to requests in "Not submitted" status will be automatically saved and users can make as many changes as they wish before submitting the request.

not_submitted_request_MEE.png

Things to Note

  • While the request has a status of "Not Submitted", it is not possible for an internal user to assign an additional action on it (approve, deny, cancel or request more information).

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