You can submit a new request in two ways:
Both forms are identical in functionality and designed to look the same.
To submit a new request, open the form Process Flow->Requests -> Request Management in the Windows Client.
Figure 14: Request Management Form
Click the New button on the toolbar to start a new request. The following form will display:
Figure 15: Enter information in the New Request form
The following information can be entered here:
|ID||Auto generated based on Project, Abbreviation and sequential number|
|Process Type||Dropdown to select a process flow.|
|Category||Dropdown for category|
|Priority||Priority (positive integer)|
|Description||Free text input for description|
|Track Hours||Enables tracking hours against the request. An extra tab Time Reporting will be shown in the form|
The request will be created and submitted after clicking the OK button.
Figure 16: Status tab
Figure 17: Comments tab
Figure 18: Files tab
Figure 19: Time Reporting tab
The total sum of hours spent is shown next to Budget Hours in the form
Figure 20: Total Budget Hours
The web form is identical in functionality to CR3 form and can be found on Pims portal under Pims Modules->Process Flow->Search Requests. Enter some text in the search field and click Search:
Figure 21: Enter text to search in the Search Request form
Once a request is found you can click on Request ID or Title and another tab will be opened with request details.
Figure 22: Request Management detail form