Request Types¶
Basic Settings¶
Top panel
| Setting | Description |
|---|---|
| Active | Determines if the request type is currently active and available for employee use |
| Approve | Specifies whether requests are approved automatically or require manual approval |
Request's Detail¶
| Field | Description |
|---|---|
| Name | A specific name that agents see in the needs selection field and can choose from |
| Type | Three options available: Time Off - a specific category encompassing any type of absence period, whether it's a holiday or a sick day; Available - Indicates an employee's availability status, allowing team leaders to determine if an agent is free to work; Shift - Allows agents to inform team leaders in advance about unavailable periods, preventing scheduling conflicts |
| Description | The request's purpose |
| Abbreviation | A concise, memorable text representing the request type in the technical plan |
| Colour | The abbreviation text's colour |
| Background | The abbreviation background's colour |
Applying New Requests¶
New requests can be created via the Dashboard by:
- Clicking the top right corner to create a new request
- Selecting the relevant user
- Selecting the request type