Equus Software

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

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