Request Manager

Creating A Request

• Add a new request by clicking the “Create Request” button in the upper right corner of the page.

• A request can be used as a reminder for upcoming pulls. Multiple users can request samples on the same date; a request simply serves as a reminder that something needs to be sent out on a particular date.

Searching for Requests

• Search for requests using the search fields available. A useful field to use is the "Status" drop down menu, filter by Pending, Declined, Approved and Reserved or Converted to Delivery. 

  • Approved and Reserved only includes requests that have been converted into reservations

  • Converted to Delivery is a new status for requests that have ultimately become open send outs.

• Use the "Sort by" drop-down to arrange requests in your preferred order.
• Choose from the "Display" drop-down at the top or bottom of the page to select how many requests you would like to see.

Editing and Converting Requests 

• To edit a request, click on the Options drop-down menu.

  • For Pending requests, you'll see "Convert to…" in the options drop down menu  action. This allows you to convert your request to Reservation, loan, transfer, purchase or gift. 
    
    
    
    

Reservations

A reservation sets aside samples for a specific date range in the future. Unlike requests, samples cannot be used for any other send-out when they are on a reservation. If another user attempts to scan out samples while they are reserved, they will receive an error message and the samples will not be added to their loan.

• Approved requests now have a Go to reservation(s) menu option, and requests converted to a delivery have a Go to deliveries option. Both jump straight to the linked send out in the Send Out Manager, where you can manage your send out.