User Request Business Process
Use the User Request business process to track the requests to update, deactivate, or create users in the system.
Characteristics
This is a Company-level business process with a workflow, provided in the system template.
Record Statuses
Canceled | terminal status |
|---|---|
Completed | terminal status |
Pending | non-terminal status |
Workflow
The default workflow for the User Request business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.
Creating a User Request Record
Create a User Request record by navigating to Information / General / User Request on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab. Act on an existing User Request task that has been assigned to you from the Tasks log.
Complete the User Request form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to the Company Workspace tab and switch to User mode.
- In the left Navigator, select Company Logs, and then select User Request.
- On the User Request page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Send.
- On the Workflow Action Details tab, select who should receive this User Request.
- If permitted, you can add users to the CC list. These users will receive a notification about this User Request but are not assigned a task.
- If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
- Click Send.
- In the Notification window, review the content and click OK.
The record moves to the next step in the workflow.
Completing the User Request Form
Key Information
Field Name | Access | Description |
|---|---|---|
User Request Type | Required | User request types include new, modify, or deactivate values. |
External User | Required | Indicates whether the vendor (user) is not a Unifier Essentials user. If the vendor (user) is not a Unifier Essentials user, the Vendor field becomes required. |
Details
Field Name | Access | Description |
|---|---|---|
Groups Membership | Required | The permissions are granted to users, or groups, to allow them access to system features. |
Reason | Editable | The reason for the user request |
User Information
Field Name | Access | Description |
|---|---|---|
User | Editable | Allows for selecting a Unifier Essentials user account |
First Name | Editable | The user's first name |
Last Name | Editable | The user's last name |
Editable | The user's email address | |
Title | Editable | The user's title |
Work Phone | Editable | The user's work phone number |
Mobile Phone | Editable | The user's mobile phone number |
Vendor | Editable | The vendor for the contract |
Additional Attributes
Field Name | Access | Description |
|---|---|---|
Employee ID | Editable | The ID of the employee |
Role | Editable | Role (ID and Name) for the timesheet |
Assigned Department | Editable | The assigned department |
Manager | Editable | The manager of the person in the access request |
Regular Hrs | Editable | Regular hours |
Record Information
System information about this record
Field Name | Access | Description |
|---|---|---|
Record Number | Read-Only | System-assigned record number |
Status | Read-Only | Record status for a workflow BP record is based on the workflow action preceding the current workflow step. |
Creator | Read-Only | Creator of this record |
Creation Date | Read-Only | Date that this record was created |
Record Last Update Date | Read-Only | Date that the record was last updated |
Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Additional Information
The User Request Additional Information block is reserved for future use by your organization.
Field Name | Access | Description |
|---|---|---|
User Request Date Picker UDF 1 | Disabled | Reserved for future use by your organization |
User Request Date Picker UDF 2 | Disabled | Reserved for future use by your organization |
User Request Decimal UDF 1 | Disabled | Reserved for future use by your organization |
User Request Decimal UDF 2 | Disabled | Reserved for future use by your organization |
User Request Date Only Picker UDF 1 | Disabled | Reserved for future use by your organization |
User Request Date Only Picker UDF 2 | Disabled | Reserved for future use by your organization |
User Request Currency Amount UDF 1 | Disabled | Reserved for future use by your organization |
User Request Currency Amount UDF 2 | Disabled | Reserved for future use by your organization |
User Request Picker UDF 1 | Disabled | Reserved for future use by your organization |
User Request Picker UDF 2 | Disabled | Reserved for future use by your organization |
Additional Notes
The User Request Additional Notes block is reserved for future use by your organization.
Field Name | Access | Description |
|---|---|---|
User Request Text 255 UDF 1 | Disabled | Reserved for future use by your organization |
User Request Text 255 UDF 2 | Disabled | Reserved for future use by your organization |
User Request Text 255 UDF 3 | Disabled | Reserved for future use by your organization |
User Request Text 255 UDF 4 | Disabled | Reserved for future use by your organization |
User Request Long Text UDF 1 | Disabled | Reserved for future use by your organization |
User Request Long Text UDF 2 | Disabled | Reserved for future use by your organization |
Last Published Monday, April 14, 2025