How to create forms for requests and notices

Last updated: 2021-06-07
Was this article helpful?
24 of total 27 found this helpful.

This article is for administrators only.

Create a form for a request or an accident report

Requests and announcement forms (reports) are intended to solve basic processes using simple forms. You, as the administrator, can create forms based on your company's needs. All the employees with the feature turned on can see all the requests and announcement forms. 

The feature for approval is displayed for users once a form with their name on the approval list is created.

What is the difference between requests and notices

Event notices

The employees use notices (reports) for events that happened, and it is their responsibility to report it to their employer. The report is recorded thanks to the form, and the process can continue smoothly. For example, an accident report, an immediate medical exam, a work incident, and so on. These reports do not go through the approval process but are recorded by the system, and the responsible people are notified about this notice.

Requests

Employees ask for approval using the requests feature. These forms are intended for requests that require approval by the responsible people. It is a simple workflow. For example, a purchase request, an order request, a holiday request, and so on. The request goes through a successive approval process where selected managers approve the request one after the other or a parallel approval process where all the selected managers can approve the request at once.

Who can create a request or notice and who can approve them

All the employees can create a request or notice.

You can put any office user on the approval list.

How to create a form for requests or notices

Go to the administration settings and then go to the "Requests and Notices" tab. Here you can see all the created forms. You can find the notices on the left and the requests on the right. Click on any form to edit it. 

Create a new form by clicking on the "+" button: 

  1. Fill in the request name, for example, "Purchase request - computer"
  2. Select a suiting icon and its color
  3. Allow or deny attachments based on the form
  4. Include required date
  5. Select the process of approval - parallel or successive
  6. Select responsible people in the "Who to send the notification to" section

You can create a notice similarly, but you do not select the approval process because the responsible people only need to confirm reading the notice.

How to activate requests and notices for users

Go to the administration settings and the "Roles" tab. Select a role and activate "Requests and Notices"

turn on requests and notices