Managing Requests

Creating a request is like recording an action.

To create a request:

1. Access the part of the employee record that is affected by the request.

2. Insert a new action.

3. Select Request.

4. In the Request Information group box, enter the request data.

   If the request is recorded in a given part of the employee record, no move with an action status of Actual and an effective date that is subsequent to the request effective date can be recorded in this part of the employee record (the parts are not linked).

After the request is created, the request status is In Progress. A reference number is assigned automatically to each new request.

An In Progress request can be validated and accepted.

To accept a request:

1. Access the request.

2. Select the Status Date.

   Modify the data in the component when necessary.

3. Click Validate Request.

4. Click Save to confirm the validation.

   The request status is Accepted. Data in the Request frame is unavailable for entry. The action status is Actual.

You can refuse a request if the order has not been edited. Once an order is edited, you must abrogate the request to refuse it.

Refusing a request consists of manually modifying the move by selecting the rejected request status.

To refuse a request:

1. Access the Request record.

2. In the Request Status field, select Request Rejected.

3. In the Status Date field, enter the refusal date.

4. Save the request.

   The move is deleted in the employee record. The data is stored in the delete move table.

You can delete a request if the order has not been edited. Once an order is edited, you must abrogate the request to delete it.

To delete a request, activate the delete row. The data is deleted and is not stored