Workflow

To allow the request processors to automatically set the upper length of the applicant

Set the superior to the initial value of the route in the request form. At the time of the request, the operator can automatically include the top of the applicant.
For details, see the following page:

  • Shared route
    • Setting the approval route: default Superior
    • Setting up a routing route: setting default Superior
  • Dedicated route
    • Setting the approval route: default Superior
    • Setting up a routing route: setting default Superior

Want to receive e-mail notifications when you receive requests that require processing

The following two settings can be used to receive notifications through e-mail.

  • System Mail Account
    Set by your system administrator.
    This e-mail account is used as sender of e-mail notifications.
    For details, see Setting up system mail account.
  • E-mail address to receive notifications:
    Users set up this address in their personal settings.
    For details, see Setting up e-mail notifications.

The applicant wants to automatically change the approval route.

You cannot use one form to specify a different route for each applicant.
Create a separate request form for each approval route, and set the approval route.

You want to change the details of a request approved by the last approver

Requests approved by the last approver cannot be changed.

To allow users other than the applicant or processors to view requests

When you publish the request data, users other than the applicant or processor can view the request.
For details, see Settings to Make Request Data Public.

You want to add a folder to categorize requests

You cannot add or categorize requests.

You want to process a request that has been set as a processor by the retired user

Depending on whether or not a route change is allowed in the request form, the response method is different.

If you are allowed to change the route in the request form:

Users who are set for the route step can change processors.
For details, see the following page:

  • Shared route
    • Setting up the approval route: changing Route steps
    • Routing route settings: changing Route steps
  • Dedicated route
    • Setting up the approval route: changing Route steps
    • Routing route settings: changing Route steps
If a route change is not allowed in the request form:

You can process requests using one of the following methods

  • The system administrator configures a delegate for the retired user, and the proxy processes the request.
    For details on how to set up delegates, see how to set up delegates.
    For instructions on how to process a request, see Proxy processing.
  • A system administrator or operational administrator can change the processor of a request.
    To change a processor for a request, you can change the route to the system administrator or the operational administrator.
    For details, see the following page:
    Allow operational administrators to reroute
    Allow system administrator to reroute

    For information on how to change processors by system administrators, see Changing Route steps in managing request data.

    If you want to change the processor, you can use "options".
    For details, see Setting operational administrative privileges for categories.

You want to change the approval route according to the value entered in the Request form

If you set "route branching", you can change the approval route according to the value entered in the Request form.

Steps:
  1. Set the following items in the request form

    • Item Name: Superior Approved
    • Type: Radio buttons
    • Radio item: Required/unnecessary

  2. Set the route branching for the fields that you set in step 1.

    In the above case, the approval route contains superior only if "required" is selected in the superior approval of the request form.
    For details on route branching, see Setting up route branching.