Equus Software

Requests & Request Types

Overview
Each Request is categorized by a Request Type. There are four system-created Request Types already configured where only certain fields on the Request Type Details screen can be modified for

Request Types Configuration

In order for the requests feature to be visible on the portal, the user role must have security rights to the associated request pages and the page must be configured…

How to configure External Client Portal for requests

To support the functionality, two Equus system level checklist templates have been created and shipped as inactive. The checklists will:

Create a checklist for the Relocation Coordinator when a reque

How to notify employees and relocation coordinator of changes to request status

The role associated with users with access to the request feature must have access to the following pages on the Security Role Maintenance page:

Assignment Request History
Company Request History…

How to configure security role to create and use requests feature

Request Types can be set to active or inactive at the company level, in addition to the system level, allowing for company-specific configuration.
Navigate to the Request Type Overrides page…

How to configure request types to be active or inactive at company level

Help Text can be added to the request type and can be static (i.e. contents does not use Merge Codes/Tags) or dynamic where some of the text is populated using…

How to add help text on a request type

In addition to be able to add a reason field and a comment field you can add any fields so long as it is in the specified User Table. 
Select…

How to configure fields to appear on a request type

Request types can be available when certain conditions are met for example, for example, if the Company ID field is equal to 1, or if the Assignment To Country field…

How to configure the availability of a request type

A standard widget called "Portal - New Request Widget" has been created as a shortcut to easily add requests directly from a dashboard. The widget can be configured to show…

How to add new request widget to a external client dashboard

There must be at least one selected field and the request type record must be saved in order to add a Request Section.
 
Click the  to display the Request Type…

How to add fields to appear under section headings on the request type

Custom fields (CFs) can be added to request types in the Equus Platform and in the Mobile Employee Experience by selecting from the Type of Data drop down list on…

How to add custom fields to request types

Configuration

Overview
External client users (HR/business users) and Employees including their delegates can submit requests to the mobility team. Each Request is categorized by a Request Type. External clients usi

Requests  &  Request Types - Overview

Request Types Default Configuration are shown where System Request Type = Yes.  
Note that changes to system request types are very limited - for example, it is not possible to…

System Requests Types Default Configuration Appendix

Overview
All Request Types can be accessed and configured by internal users under the Templates menu item on the Request Types screen. Each Request is categorized by a Request Type. There…

What is a request type?

Overview

The Assignment Request History page shows all requests that have been created a specific assignment.
Navigate to the Request History page at the Assignment level.   
  
The page shows the following…

How to view all requests created for an assignment

From the Request page, view the request by editing the request.  If the Status Model is used, the **Additional Actions** field will appear. 
Click on the downward facing button to…

How to cancel a submitted request

To change a request status submitted by an employee.  First find the request sent by the employee by going to the Request History page at the Assignment Level. View the…

How to change request status in submitted status

From the Request History page, view the request by editing the request.  If the Status Model is used, the **Additional Actions** field will appear. 
Click on the downward facing button…

How to approve a submitted request

When a request is in either Approved, Denied, Canceled or Needs more Information Status, it is possible to roll revert the request and change the status to "Submitted" status again…

How to undo request action

When the exception policy approver receives an email notification requesting their review of the exception; they can access the exception via the included link.
The link will open a new…

How to view request details for an exception policy approver

How to deny a submitted request

In the Notes &amp; Communications section on the View Request window, internal users can add their comments regarding the context of that specific request.  Click on the .
  
In the…

How to add notes and communications to a request

The request status transaction history can be viewed  on the View Request window at the Assignment Level. By default, when opening the View Request window, the most recent status will…

How to view status transaction history

How to request more information from a submitted request

The Company Request History page shows all requests that have been created for assignments of the selected company. Please note, only assignments for which security access is given will display.…

How to view all requests created for assignments for a company

It is possible to raise a single policy exception from a request. 
Click  in the View Request window.
 
Select the Policy Section and the Policy field where the Exception will…

How to raise a policy exception from a submitted request

From the Request History page, view the request by editing the request.  If the Status Model is used, the **Additional Actions** field will appear. There may be times when a request does not require…

How to change a submitted request to Complete status

From the Request History page, view the request by editing the request.  If the Status Model is used, the **Additional Actions** field will appear. The In Progress status may be used to indicate to th

How to change a submitted request to In Progress

Using Requests by Internal Equus Platform Users

In order to create a new request, a Request Type must be selected from which there are a number of different ways from the external client portal.  Depending on how…

How to raise and create a request in the external client portal

Using Requests in the External Client Portal

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