Managing the Information Request Module
Info requests allow you to send a task / information request to a specific employee.
- The employee receives notification of the request, processes it, and sends it back to the originator.
- The originator closes the request when its completed satisfactorily.
Information Request were designed to be sent by persons of authority within your organization. We did not design them to be a form of communication between two officers or as inter office correspondence, both of which is better served by instant messaging or email.
Navigate to: Manage => Requests
Brings you to the Requests List
Roles / Permissions
Anyone can be assigned and complete a request, but viewing all and historical, creating, and managing require specific permissions.
The Requests Module uses three main permissions
- Info Request Create (can create requests) - New => Request
- Info Request Manager (can manage the module) - Manage => Requests
- View-Info Request (can view requests) - View = > Requests & Manage => Requests
Request Sub Navigation
If you have Request Manager permissions, you will be able to access and manage the modules variables.
- Categories - Child to Types. Each Category has one parent Type.
- Priorities - The urgency of the request.
- Settings - Basic settings like the year and your numbering scheme.
- Statuses - Customizable list of statuses.
- Templates - You can create specific templates to prompt and gather specific information.
- Types - Parent of categories. There can be many categories under a Type.
Configuration Settings
Your Name => Admin Tools => Agency Configs
Settings include:
- Use Requests Module - Name (Default - Requests)
- Single Requests Term (Default - Request)
- Plural Requests Term (Default - Requests)
- Request Term (Default - Request)
- Custom Field 1: Case / Reference #
- Custom Field 2: External Reference
- Use Numbering & prefix e.g. REQ-2025-001
- Allow Files & Images in Requests
- Allow Files & Images in Requests
- Email Assignee X Days Prior To Due Date (default 3 days prior)
- Email Assignee on Due Date
- Email Assignee X After Prior To Due Date (default 3 days after)