Equus Software

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

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