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The "Requests" section is intended for working with requests in which the user is directly involved.

Each request is displayed as a card showing its key parameters: priority, current execution status, overall progress, deadline, initiator's name, as well as data from the first five fields of the request itself.

All requests are divided into four main tabs:

  • Incoming — tasks that are currently awaiting approval by the current user.
  • Sent by me — requests that the user initiated themselves.
  • Drafts — requests saved by the user that have not yet been sent for approval.
  • Monitoring — processes in which the user is assigned as an observer (has view access without the right to approve). 1.png

5.1 Incoming​

The tab is intended for monitoring and processing tasks assigned to you.

  1. Display of requests: this section displays all requests that are currently awaiting your approval, as well as those requests that you have reviewed previously.
  2. Search: to quickly find the required card, enter its name, number, or a keyword in the "Search" field.
  3. List filtering: to narrow down the selection, choose the required values in the available filters:
    • Priority — filtering by priority.
    • Initiator — selection by one or several request initiators.
    • Category — filtering by one or several process categories.
    • Process — filtering by the type of processes.
    • Start date — sorting by the exact date or period when the request was launched.
    • Reviewed — a special filter to display only those requests that were reviewed previously. 2.png

5.2 Sent by me​

The tab allows tracking the progress stages and current status of launched requests.

  1. Display of requests: all requests that you created and successfully sent along the approval route are displayed here.
  2. Search: you can quickly find a sent document by entering a value in the "Search" field.
  3. List filtering: use the filter panel for easy navigation:
    • Priority — filtering by the established priority.
    • Category — sorting by one or several process categories.
    • Process — filtering by the types of processes.
    • Start date — filtering by the date or time period when the request was launched. 3.png

5.3 Monitoring​

The tab is intended for viewing requests where you are an observer.

  1. Display of requests: this list displays cards of processes in which you have been assigned as an observer.
  2. Search: finding the required request is done via the standard "Search" field.
  3. List filtering: configure the card display using filters:
    • Priority — filtering by priority.
    • Category — selection by one or several categories.
    • Process — filtering by the types of processes.
    • Start date — sorting requests by the date they were launched into the system.

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