Receiving requests

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When a request is sent, the recipient receives it in their inbox.

inbox request
Figure 1. A request in the recipient's inbox

Double-click on the unread record to open the request.

If a record with a request is unread, the request dialogue automatically appears when the record is opened. If the record has already been accepted, the request is marked as read and can be accessed by clicking the request icon on the record.

received request
Figure 2. The received request

The recipient has the following options upon receiving the request:

Accept the request

Click on Accept request to accept the request. Once the request is accepted, you can reply in various ways.

The request recipient or request recipient unit is automatically set as the request executor. It is possible to change the request executor later.

When the request has been accepted, it is noted in the log in the top right corner of the window.

accepted request
Figure 3. Accepted request

Additionally, an internal deadline can be added to the request.

Accept and comment on the request

Select Accept request with comment to open a dialogue where you can comment on the request. This can be useful, for example, if you need to formally specify the conditions for accepting the request.

accept comment
Figure 4. Write a comment in the text field
If the recipient wishes to accept the request, but disagrees with one or more of the conditions, they can contact the requester, e.g. via a chat on the record to which the request is linked.

Request recipient or request recipient unit is automatically set as the request executor after clicking Accept request with comment. It is possible to later change the request executor.

The comment will appear in the log and the request creator will be notified in their inbox.

comment log
Figure 5. The comment appears in the log

Once the request is accepted, you can respond to it in various ways.

Decline the request

Click on Decline request to remove the recipient from the request. The request creator will be notified. It is possible to add a comment when declining the request.

reject request
Figure 6. Optionally add a comment when declining the request

Create answer record

You can create an answer record before accepting the request. Click on Create answer record (1) in the request window.

create answer record before accepting
Figure 7. Create a new answer record or select an existing one using the "Advanced" menu item

You also have the option of selecting an existing record as the answer using the advanced functions (2).

Forward the request

Click on Forward request to select a new user or unit as the recipient of the request.

forward request
Figure 8. Forward request

If the new recipient declines the request, the original request creator is notified.