Using Requests

A Web User or an Advanced User can send a Request for time off (Vacation, Sick, Free Day etc.) to a User who has the Permission to receive Requests. The User who can accept, will check the Personnel Numbers and then accept and book the Request as Vacation etc. or decline the request.

TABLE OF CONTENTS

• Permissions
• Settings for Users to Receive Requests
• Add/Setup Request types
• Workflow
• View Requests
• Create Requests
• Receive Requests

Permissions

To access the User Permissions you need to go to the Object Manager and look for the Users (often called "Staff"). Click on the user you want to configure and a pop up window will appear with all the information:

For Advanced Users open the menu located on the right side of the "Permissions Profile":

• Click on edit an a set up window will appear.  
• Make sure that the user is under the "Task/ Bookings/ Rates" Permission type on the menu on the top of the window.
• Scroll down until you find "Edit Personnel Management", "Receive Request", "Can Send Request".
  • Depending on the User Role, either tick "Edit Personnel Management", "Receive Request", "Can Send Request" or
  • Create a separate Profile and only tick "Can Send Request" if the user should not be able to receive requests.
    
    

For Web Users open the menu located on the right side of the "Permissions Profile"

Click on "Web Profile Manager" an in the set up window locate "Can Create Requests" and select YES.

Additionally you can tick related:

• Show Request Recipient Users List 
• Send Email To User When Request Status Changes 
• User Must Select Request Type 
• User Can Modify Approved Requests

Settings for Users to Receive Requests

The next step will be to open the "Settings" tab on the Toolbox, in the bottom menu scroll down and select "Miscellaneous". Look for the "Toolbox Menus" button and press it. Make sure that the “Requests” option is on the right side so we can access it on the Toolbox Menu.

Now look for "Personnel Tree" in the bottom menu and enable "Requests" to be able to see the triangle in the long form Personnel tree.

Go to the new "Requests" Tab in the Toolbox, open the menu and select "Show only pending".

Add/Setup Request types

Go to the "Settings" tab of the Toolbox, select "Booking Defaults" on the bottom menu and click on "Task/Request Setup". 

A new window will open. To create a new request type click on the green plus symbol.

Name: type the name which should be shown in the request/task list

Colour: pick the colour in which the Task booking shows in the Desktop/Web 

Request Icon Colour:  select the colour of your Request Icon (the triangle): yellow (default), pink and blue. This can be very useful if you want to have your Requests organised and with a quick overview just know what they are about. E. g. You can select blue for holidays and vacations and pink for client meetings and company meetings.

Type: Request

Show In Web Client: decide whether this type should be seen from the Web Client or not.

Workflow

Requests can be created through the farmerswife desktop client or via the web or the iOS.

They can only be made on the own User.

View Requests

To be able to Send or Receive a Request the User must have the right Permissions set in their User Profile:

Go to Object Manager / Server Setup > select the User and open the Profile > enter the Permission profile by clicking on the drop down menu and select Edit.

Can Receive Requests: This option is only available for Advanced Users with Task/Bookings/Rates permissions. Set to Yes if this person should receive Requests.

Can Send Requests: Option available for all Users. Set to Yes if the User should be able to send Requests.

Other User Related Permission Settings on Requests:

Web Users > Must Select Request Type

A pre-populated list of Requests can be created for the requester to pick from.

The list is the same as the Tasks and is added in the Toolbox.

Create Requests

To create a Request the User must make a Booking on their own timeline > Select Request Type from the list > Select Who to Send the Request to > Confirm the Time In/Out.

Receive Requests

The User who receive Requests will see it in the Toolbox > Requests window which can be added from Toolbox Settings > Miscellaneous > Toolbox Menus > Requests.

All Requests will appear on the list with a Yellow Triangle for Pending, Green for Accepted and Red for Declined. The Requests will also appear with a little yellow, green or red triangle in the Long Form timeline in the Personnel Tree.

Accept/Decline Requests

When a Request is received the User can Decline or Accept it. Accepting a Request can also be done by using the options ‘Accept and Book to Project’ or ‘Accept and Booking To Personnel’. This can be configured in the Toolbox.

These two options will accept the Request and create a new Project or Personnel Booking additional to the Request, which leaves a history trail of when the Request was made and what subsequently happened to it and when.