Clone Request Definition: The Request’ action creates a duplicate of the selected request code. ‘Clone Use: The Request’ action can be used to make a new request by copying an existing request code ‘Clone that is set up similar to the one you will be making. After making the clone, you can modify it to become the new request needed. Example: Create/Edit Request Definition: The Request’ action causes the system to evaluate the data placed in the ‘Create/Edit ‘Name’ and will then modify the given Request if it already exists or will create a new Request if the data does not match an existing record. When your Sprocket system has made updates or created a new record, the record will receive either a create date or change date along with a time stamp of the action’s occurrence. Use: Use the Request’ action to create a new Request or to modify information on an ‘Create/Edit existing Request. *Note: The data placed in the field must be identical to an existing Request in order for ‘Name’ modifications to be made. If there are any discrepancies (an extra space, etc.) then the system will create a new Request. Example: Submit PR for Approval Definition: The PR for Approval’ action submits the given purchase request (PR) to the ‘Submit appropriate person(s) for approval. Use: Use the PR for Approval’ action to submit one or more purchase requests for approval to ‘Submit have the on the purchase requests ordered. Example: Approve Purchase Request Definition: The Purchase Request’ action will move the designated Purchase Request(s) (PR) ‘Approve out of the Waiting for Approval and status and will then place the PR into the queue to be printed and sent to the appropriate vendor for purchase. Use: Use the Purchase Request’ action to approve one or multiple purchase requests at once. ‘Approve Example: Approve Estimate Definition: The Estimate’ action approves a work order estimate. It takes the estimate from ‘Approve for Approval” to the next approval level, which may be for Supervisor Approval,” “Waiting “Waiting (etc.) or if it is a one tier approval process, The action will only approve the estimate if the “Approved.” user is in the appropriate approval group. Estimates may have a multi-level approval process. As estimates are approved, an approval percentage may show how close the estimate is to final approval.
Clone Request Definition: The ‘Clone Request’ action creates a duplicate of the selected request code. Use: The ‘Clone Request’ action can be used to make a new request by copying an existing request code that is set up similar to the one you will be making. After making the clone, you can modify it to become the new request needed. Example: Create/Edit Request Definition: The ‘Create/Edit Request’ action causes the system to evaluate the data placed in the ‘Name’ and will then modify the given Request if it already exists or will create a new Request if the data does not match an existing record. When your Sprocket system has made updates or created a new record, the record will receive either a create date or change date along with a time stamp of the action’s occurrence. Use: Use the ‘Create/Edit Request’ action to create a new Request or to modify information on an existing Request. *Note: The data placed in the ‘Name’ field must be identical to an existing Request in order for modifications to be made. If there are any discrepancies (an extra space, etc.) then the system will create a new Request. Example: Submit PR for Approval Definition: The ‘Submit PR for Approval’ action submits the given purchase request (PR) to the appropriate person(s) for approval. Use: Use the ‘Submit PR for Approval’ action to submit one or more purchase requests for approval to have the on the purchase requests ordered. Example: Approve Purchase Request Definition: The ‘Approve Purchase Request’ action will move the designated Purchase Request(s) (PR) out of the Waiting for Approval and status and will then place the PR into the queue to be printed and sent to the appropriate vendor for purchase. Use: Use the ‘Approve Purchase Request’ action to approve one or multiple purchase requests at once. Example: Approve Estimate Definition: The ‘Approve Estimate’ action approves a work order estimate. It takes the estimate from “Waiting for Approval” to the next approval level, which may be “Waiting for Supervisor Approval,” (etc.) or if it is a one tier approval process, “Approved.” The action will only approve the estimate if the user is in the appropriate approval group. Estimates may have a multi-level approval process. As estimates are approved, an approval percentage may show how close the estimate is to final approval.