Creating a New Request

Navigation

From the Requests list page, click the green "NEW REQUEST" button in the top-right corner.

Form Fields

Field	Type	Description	Required
Name	Text	Brief title describing your request	Yes
Request Type	Dropdown	Select from configured types (Training, Maintenance, etc.)	Yes
Project	Dropdown	Associate the request with a specific project	Yes
Resource	Dropdown	Select the resource(s) related to your request	No
Description	Text Area	Provide detailed information about what you need	No

Tips

Selecting a Request Type automatically assigns the appropriate participants based on your configuration.

Once completed, click the green "CREATE" button to submit your request.

Request Details View

After creation or when viewing an existing request, the interface is divided into two main panels:

Left Panel

Description Section

Displays the full request description showing the purpose and details of the request.

Related Items

Resources

• Equipment or facilities linked to this request
• Shows count badge for number of resources
• Expandable section to view all related items

Activity Section

The Activity section provides a chronological timeline with:

• All actions and updates
• Creator information and timestamp
• Comments and status changes
• Sorting options (Oldest First/Newest First)

Comment Box

Add comments and updates using the rich text editor with formatting options.

Right Panel (Details)

Section	Information Displayed
Creator	Name, avatar, and timestamp of the person who created the request
Status Badge	Current state (e.g., "submitted") with color coding
Submission Details	Date and time of submission
Project	Associated project name
Priority	Request priority level (e.g., "low", "medium", "high")
Type	Request type classification (e.g., "Training")
Participants	All users involved with count badge

Advanced Features

Participants

Requests support multiple participants who can collaborate on fulfilling the request.

Addition Method	Description
Automatic	Users assigned through Request Type configuration are automatically added as participants
Manual	Additional participants can be added at any time to bring in subject matter experts or additional support

Samples

For requests requiring sample tracking, you can record:

Field	Description
Sample Name	Identifier for the sample
Tracking Number	Internal reference number
Parameters	Custom fields to describe sample characteristics

Child Requests

Complex workflows can be managed by creating nested child requests:

Benefit	Description
Multi-step Processes	Break down complex workflows into manageable stages
Stage-specific Assignment	Assign different participants to different stages
Hierarchical Organization	Maintain parent-child relationships
Dependency Tracking	Track dependencies between related requests

Auto-Generated Requests

The system can automatically create requests in certain situations.

Configuration Change Requests

When a user selects a configuration while creating a reservation, the system automatically:

1. Creates a new request
2. Assigns it to the appropriate participants
3. Ensures the configuration change is properly recorded and tracked

Purpose

This ensures all equipment configuration changes are documented and approved through the formal request workflow.

Communication and Collaboration

Activity Stream

The Activity section provides a complete audit trail:

• Request creation
• Status changes
• Comments and discussions
• Participant additions
• All timestamped and attributed to specific users

Commenting

Use the comment feature to:

• Ask questions
• Provide updates
• Share information
• Coordinate with participants
• Document decisions

Notifications

Administrators and assigned participants receive notifications about:

• New requests in their queue
• Status changes
• New comments
• Assignment updatess

User Workflow Example

Here's a typical workflow for requesting training:

Step-by-Step Process

Step	Action	Result
1	User identifies need for Vinyl Cutter training	-
2	Clicks "NEW REQUEST" button	Opens request creation form
3	Fills in form details	Request is prepared
4	Clicks "CREATE"	Request is submitted with "Submitted" status
5	System processes request	Trainers automatically assigned as participants
6	Trainers receive notification	Email/in-app notification sent
7	Trainers review request	Status changes to "Pending Approval" or "Approved"
8	Trainer approves request	Status changes to "In Progress"
9	Training is scheduled and completed	Communication via comments
10	Request marked as "Complete"	Workflow finished

Example Form Values

Name: Vinyl Cutter Training
Request Type: Training
Project: The Idea Lab
Resource: Vinyl Cutter
Description: Need training on Vinyl Cutter operations and safety procedures