[{"data":1,"prerenderedAt":287},["ShallowReactive",2],{"guide:en:requests":3},{"id":4,"title":5,"body":6,"description":279,"extension":280,"meta":281,"navigation":282,"path":283,"seo":284,"stem":285,"__hash__":286},"guide_en\u002Fguides\u002Fen\u002Fuser\u002Frequests.md","Requests",{"type":7,"value":8,"toc":271},"minimark",[9,13,22,27,34,140,147,151,160,180,194,200,204,216,219,253,256,260],[10,11,5],"h1",{"id":12},"requests",[14,15,16,17,21],"p",{},"A request is how one area asks another for something. A work order asks for stock, a portal request asks for work, an inspection asks for a charge. The record that asks keeps the request under it, and the area asked sees it on its ",[18,19,20],"strong",{},"Demand"," list until someone answers it.",[23,24,26],"h2",{"id":25},"raising-a-request","Raising a request",[14,28,29,30,33],{},"On a saved record, open ",[18,31,32],{},"⋯ › Request…",".",[35,36,37,59,126,137],"ol",{},[38,39,40,43,44,47,48,47,51,54,55,58],"li",{},[18,41,42],{},"Ask"," picks what you need: ",[18,45,46],{},"Stock",", ",[18,49,50],{},"Work",[18,52,53],{},"A charge"," or ",[18,56,57],{},"A permit",". The list holds the areas your organization has.",[38,60,61,62],{},"Fill in what that area needs to know:\n",[63,64,65,85,100,114],"ul",{},[38,66,67,69,70,47,73,76,77,80,81,84],{},[18,68,46],{},": the ",[18,71,72],{},"Class",[18,74,75],{},"How much",", the ",[18,78,79],{},"Unit"," and where it ",[18,82,83],{},"Lands at",". Left blank, the people on the asking record collect it.",[38,86,87,89,90,76,93,96,97,33],{},[18,88,50],{},": ",[18,91,92],{},"What",[18,94,95],{},"Details"," and the ",[18,98,99],{},"Kind of work",[38,101,102,69,104,76,107,110,111,33],{},[18,103,53],{},[18,105,106],{},"Fee schedule",[18,108,109],{},"Payer"," and ",[18,112,113],{},"Why",[38,115,116,69,118,76,121,110,124,33],{},[18,117,57],{},[18,119,120],{},"Permit type",[18,122,123],{},"Applicant",[18,125,113],{},[38,127,128,129,132,133,136],{},"Set ",[18,130,131],{},"Needed by"," and add a ",[18,134,135],{},"Note"," if it helps.",[38,138,139],{},"Save.",[14,141,142,143,146],{},"An administrator changes what each kind of request asks on the ",[18,144,145],{},"Forms"," page.",[23,148,150],{"id":149},"following-a-request","Following a request",[14,152,153,154,156,157,159],{},"The request shows as a row under the asking record, in the ",[18,155,5],{}," row of its tree. Each one shows what was asked, ",[18,158,131],{}," and its state:",[63,161,162,168,174],{},[38,163,164,167],{},[18,165,166],{},"Open",": waiting for an answer;",[38,169,170,173],{},[18,171,172],{},"Answered",": another area answered it with a record. The row names that record and opens it;",[38,175,176,179],{},[18,177,178],{},"Closed",": finished or withdrawn.",[14,181,182,183,186,187,54,190,193],{},"A row's ",[18,184,185],{},"⋯"," opens each answer, and ",[18,188,189],{},"Change…",[18,191,192],{},"Close the request"," while it is open. The person who raised it and the people who manage the area asked can change or close it.",[14,195,196,199],{},[18,197,198],{},"My requests",", on your home page, lists the open requests on records you raised or are assigned to.",[23,201,203],{"id":202},"answering-a-request","Answering a request",[14,205,206,207,210,211,213,214,33],{},"Each area that answers requests has a ",[18,208,209],{},"Supply · Demand"," switch at the top of its list page. ",[18,212,20],{}," lists the open requests asked of that area, newest first, with urgent ones first. A row shows what was asked, the record that asked, its priority, its note and ",[18,215,131],{},[14,217,218],{},"The answer control sits on the row, in that area's terms:",[63,220,221,237,245],{},[38,222,223,89,226,229,230,110,233,236],{},[18,224,225],{},"Assets and inventory",[18,227,228],{},"Authorize…",": how much someone may pick up, and from where; ",[18,231,232],{},"Create incident…",[18,234,235],{},"Create asset…"," for a request about an asset;",[38,238,239,89,242],{},[18,240,241],{},"Charges",[18,243,244],{},"Answer with a charge…",[38,246,247,89,250],{},[18,248,249],{},"Permits",[18,251,252],{},"Answer with a permit…",[14,254,255],{},"The answer links to the request. When the answering record finishes, the request closes on its own.",[23,257,259],{"id":258},"requests-to-an-outside-system","Requests to an outside system",[14,261,262,263,266,267,270],{},"Where your organization keeps assets, work or charges in another system, a ",[18,264,265],{},"Master system"," connection in Automations sends each request for that area there. The request reads ",[18,268,269],{},"Sent to"," the system until the system answers it. Its answer shows on the request beside the connection's name.",{"title":272,"searchDepth":273,"depth":273,"links":274},"",2,[275,276,277,278],{"id":25,"depth":273,"text":26},{"id":149,"depth":273,"text":150},{"id":202,"depth":273,"text":203},{"id":258,"depth":273,"text":259},"Asking another area for stock, work, a charge or a permit from any record, and answering what is asked of yours.","md",{},true,"\u002Fguides\u002Fen\u002Fuser\u002Frequests",{"title":5,"description":279},"guides\u002Fen\u002Fuser\u002Frequests","T-dGODkXui6D0vG99mBF6Hd-RWOBns84B4xN_mbrknI",1793063513196]