Request Management
Submit and track requests for resources, changes, or approvals needed for operational activities through the comprehensive Manage Request interface.
Who can use this feature
Section titled “Who can use this feature”| Role | Submit | Update Own | Update Others | View All | Add Notes |
|---|---|---|---|---|---|
| Admin | ✓ | ✓ | ✓ | ✓ | ✓ |
| Operations Manager | ✓ | ✓ | ✗ | Own only | ✓ |
| Operations Support | ✓ | ✓ | ✓ | ✓ | ✓ |
What is a request?
Section titled “What is a request?”A request is a formal submission for operational needs such as:
- Leave requests (Swap Duty, time off, schedule changes)
- Resource allocation (staff, equipment, budget)
- Process improvements or operational changes
- Schedule modifications and manager assignments
- Cross-team coordination needs
Manage Request Interface
Section titled “Manage Request Interface”Comprehensive filtering and search capabilities for managing requests.
- Search Function: “Search by title or submitter” - find specific requests quickly
- Status Filter: “All Status” dropdown to filter by request status
- Advanced Filtering: Multiple filter options for precise request management
- Real-time Results: Instant filtering as you type or select filters
Comprehensive table view of all requests with key information.
- Request Title: Clear identification of each request
- Type: Request category (Swap Duty, Quotation, etc.)
- Description: Brief summary of request details
- Start Date: Request effective start date
- End Date: Request completion or end date
- Managers: Number of managers involved (e.g., “0”)
- Submitted by: User who created the request with role
- Status: Color-coded status badges
Click any request to open detailed view and management panel.
- Request Panel: Right-side panel opens with full request details
- Request Information: Complete request specifications and metadata
- Status Management: Update request status and progress
- Activity Tracking: View all request-related activities
- Notes System: Add and view request notes and communications
Request Types and Examples
Section titled “Request Types and Examples”Schedule change and duty swap coordination.
- Purpose: Manager schedule changes and duty swaps
- Example: “Leave na me” - requesting time off or schedule adjustment
- Typical Duration: Single day to multi-day periods
- Processing: Requires manager availability verification
Resource and service quotation requests.
- Purpose: Obtain quotes for services, equipment, or resources
- Example: “Test Request 005” - quotation for operational needs
- Processing: Vendor coordination and price comparison
- Documentation: Requires detailed specifications
Miscellaneous operational support and coordination.
- Purpose: Various operational needs and support requests
- Example: “Test Request 0007” - operational support requirements
- Flexible Processing: Varies based on request complexity
- Cross-functional: May involve multiple departments
Request Status System
Section titled “Request Status System”Current request statuses visible in the system.
- Not Yet Started Not Yet Started: Request submitted but processing not begun
- Missing Information Missing Information: Additional details required from submitter
- In Progress: Actively being processed and worked on
- Under Review: Being evaluated by appropriate personnel
Final status options for request completion.
- Mark as Complete: Request successfully fulfilled
- Mark as Missing Information: Requires additional details
- Rejected: Request declined with reasoning
- Cancelled: Request withdrawn by submitter
Request Detail Panel
Section titled “Request Detail Panel”Comprehensive request details and specifications.
- Leave Name: Specific request identifier
- Start Date: Request effective date (e.g., 2025-09-27 00:00)
- End Date: Request completion date
- Type: Request category and classification
- Submitted By: User and role information
- Managers Required: Number of managers needed
- Status: Current request status with action buttons
- Files: Attached documents and resources
Monitor all request-related activities and changes.
- Activity Log: Chronological record of all request activities
- Status Changes: Track progression through request lifecycle
- User Actions: Record of who made changes and when
- No Recent Activity: Clear indication when no updates available
Collaborative communication within request context.
- Notes Section: Add and view request-related communications
- Add Note Button: Easy note creation for updates and comments
- Team Collaboration: Multiple users can add notes and updates
- Historical Record: Maintains complete communication history
Request Management Actions
Section titled “Request Management Actions”Change request status based on processing progress.
- Mark as Complete: Blue button for successful completion
- Mark as Missing Information: White button when details needed
- Status Dropdown: Select appropriate status for current situation
- Progress Tracking: Visual indicators of request advancement
Update and manage request information and attachments.
- Edit Details: Modify request information as needed
- File Management: Attach or remove supporting documents
- Manager Assignment: Update manager requirements and assignments
- Date Adjustments: Modify start and end dates if necessary
Request Processing Workflow
Section titled “Request Processing Workflow”Request creation and initial processing steps.
- User submits request with required details
- Request appears in Manage Request table
- Initial status set to “Not Yet Started”
- Operations Support receives notification
Active processing and status management.
- Operations Support reviews request details
- Status updated to reflect processing stage
- Additional information requested if needed
- Regular updates provided through notes system
Final processing and request closure.
- Request fulfilled or resolution provided
- Status marked as “Complete” with final notes
- Submitter notified of resolution
- Request archived for historical reference
Search and Filter Usage
Section titled “Search and Filter Usage”Find specific requests quickly using search capabilities.
- Title Search: Search by request title or keywords
- Submitter Search: Find requests by user who submitted them
- Real-time Results: Instant filtering as you type
- Case Insensitive: Search works regardless of capitalization
Filter requests by current status for focused management.
- All Status: View all requests regardless of status
- Not Yet Started: Focus on new, unprocessed requests
- Missing Information: View requests needing additional details
- In Progress: Monitor actively processed requests
Use multiple filters together for precise request management.
- Combine search terms with status filters
- Filter by date ranges and request types
- Focus on specific submitters and their requests
- Create custom views for different management needs
Pagination and Navigation
Section titled “Pagination and Navigation”Navigate through large numbers of requests efficiently.
- Results Display: Shows “1 to 5 of 12 results” for clear context
- Previous/Next: Easy navigation between pages
- Page Management: Handle large volumes of requests
- Bulk Operations: Manage multiple requests efficiently
Best Practices
Section titled “Best Practices”Troubleshooting
Section titled “Troubleshooting”Verify you have access to view your own requests.
- Check if you’re logged in with the correct account
- Use search function to find specific request titles
- Contact Operations Support if requests are missing
- Verify request was successfully submitted initially
Troubleshoot clickable request interface issues.
- Ensure you’re clicking directly on the request row
- Check browser compatibility and refresh if needed
- Verify you have permission to view request details
- Try using different browser or clearing cache
Resolve issues with updating request status.
- Confirm you have permission to update request status
- Check if request is in an editable state
- Verify all required information is provided
- Contact admin if permission issues persist
Fix filtering and search result issues.
- Clear all filters and try searching again
- Check spelling and try different search terms
- Verify date ranges include expected request dates
- Reset filters to “All Status” to see all requests
Getting Started with Request Management
Section titled “Getting Started with Request Management”To effectively use the Request Management system:
- Access the interface via Management → Manage Request
- Use filters and search to find specific requests or focus on priorities
- Click any request to open the detailed view panel
- Review request information including dates, type, and submitter details
- Update status as processing progresses
- Add notes for communication and documentation
- Mark as complete when request is fulfilled