Exact Synergy Enterprise

Creating and modifying request types - General tab

Menu path

Modules ➔ Workflow ➔ Setup ➔ Requests ➔ Request types

Introduction

You can customize the general options in the General tab of a request type, which states the basic information of the request such as the request ID, request description, the manager responsible, the request category, and the entry criteria of a request type.

Note: All system-created request types under the BackOffice category cannot be modified (with the exception of Vacancy and Applicant request types). System-created request types are request types without a creator.

Roles and rights

To create and modify request types, function right 5 – Create request types, and edit request types without responsible or function right 232 – Edit all request types is required. By default, users with the General manager and HR roles have the first function right while the latter is reserved for users with the Administrator role.

The Manager of the request type is able to modify the specific request type.

Note:

For more details on function rights, go to Modules ➔ System ➔ Setup ➔ Security ➔ Function rights.
For more details on roles, go to Modules ➔ System ➔ Setup ➔ Security ➔ Roles.

What version are you using?

The information in this document is applicable to product update 262 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I define the settings of a request type?

On the Workflow: Request type - [Name of request type] page, define the fields.
Click Save, and then Close to exit.

Buttons

Fields

General section

ID

Type an ID for the request type. You can type up to a maximum of five digits. This ID is a unique number for identifying every request type. By default, this ID is generated automatically, but it is also possible to change it before the request type is saved.

Description

Type a description for the request type.

Active

Select this check box to activate the request type. If this check box is not selected, you will not see this request type when you want to create a request.

Hide

Select this check box to hide the request type in the Request: New page.

Back office

Select this check box to assign this request type to be used in back office product, such as Exact Globe.

Color

Click the icon to select a color for the request type. This color is used to differentiate the request types in the planning charts.

Policy

Type or select a document ID to link this document as a policy for the request type. A policy document states the details of the policy or procedures or a request of this type.

Icon

Select the icon that you want to be displayed for the request type. Select the Default option to display the default icon, or browse the available options to select your own icon for the request type. By default, the Default icon is selected.

Manager

Select a manager for the request type. This person can then be able to add, remove, and configure the request type fields without requiring any function right.

Use timestamp in Mobile apps

Select this check box to display the Timestamp button in the workflow of the Exact Synergy mobile application.

Note: This option affects only the visibility of the Timestamp button in the Exact Synergy mobile application, and not in Exact Synergy Enterprise.

Entry section

Multiple

Type the maximum number of multiple request rows that can be created for a request of this type. To make this a single request entry, type "0" in this field.

Week

Select this check box to enable the creation of weekly requests. A weekly request is a special multiple request entry. With this, you can create multiple requests for different days within a period of seven days for one person or more. You can also enter a different start or end time for any of the day for each person.

Note: To enable this function, the value in the Multiple field must not be "0".

Mail merge

Select this check box to enable the mail merge icon at the title bar of the submitted request of this type.

Note: This option is available only if the New Word Merge check box under the Word Merge section on the Documents: Settings page is not selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250.

Allow merging

Select this check box to display the Create letter and Create email buttons in the submitted request of this type. For more information, see Creating and modifying requests.

Note: This option is available only if the New Word Merge check box under the Word Merge section on the Document: Settings page is selected. For more information, see Setting up documents. This setting is available only for existing users moving to product update 250. From product update 250 onwards, by default, this option will be displayed.

Service section

Service

Select this check box to set this request type as a service management request type. Requests belonging to this request type will have additional sections related to service management displayed.