User Request Business Process

Characteristics

This is a Company-level business process with a workflow, provided in the system template.

Record Statuses

Status	Resulting State
Canceled	terminal
Completed	terminal
Pending	non-terminal

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, select Send, and select an action in the Workflow Actions list to determine the next step in the workflow. Select 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, select Create. Refer to the tables below to complete the form. You can select Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
To add attachments, go to the Attachments tab, and select Attach Files.
After completing the form, select 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.
Select Send.
In the Notification window, review the content, and select 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 user. If the vendor (user) is not a Unifier 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 user account
First Name	Editable	The user's first name
Last Name	Editable	The user's last name
E-Mail	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