Base Request: Introduce Base Request and Table of contents in

Sửa đổi trên: Thu, 28 Tháng 11, 2024 tại 4:48 CH


I. General introduction:
Base Request helps businesses digitize the process of handling and approving requests.
On Base Request, you can:
- Save 44,800 working hours - It is the time consumed each year by a company with 100 employees for handling internal requests.
- Develop standardized forms for the entire internal Request - Proposal processing workflow (Work from home requests, Travel expenses, Contracts, etc.).
- Each Request - Request group is built with clear information and tasks for each individual in their daily work - who is responsible for handling that type of request.
- Manage and approve, communicate directly on the request from anywhere, whether on a computer or phone.
- Quickly update the status of the request when there are any changes.

II. Table of contents

  1. Authorization 


Grant App admin Base Request

Grant member who can use request group

  1. Request group settings (For Owner, Admin)

Basic settings


Create request group by template

Create a new request group with Excel

Create a new request group

Categorize request group

Create request form

 Change the approval flow in the request group

How to set up direct manager as approver

How to set up a fixed approver

 How to set up flexible approvers

How to set up conditional approvers

How to set up a supreme approver

How to set the order of approvers in a request group

Set SLA for each approver

Configure notification in sequential approval flow

Advanced settings

Replace approver in all request groups

Configure Email notification

Setup a print template

Customize the company name when printing the request

Pin a request form

How to set up automatic code counter in a request group

Forward the content of this request to another request

Set permissions to add followers in the request group

How to lock the Direct Request group

 Edit request group

Duplicate a request group

3. Operations on request (For members)


Create a new request

Edit a newly created request

How to solve a request

Duplicate a request

Pin a request

Return a request

How to invalidate a request

Delete an unprocessed request

How to delegate request approval

Import information for the table data field from an Excel file

Create tasks in the request

Limit in Request

4. Export data and reports


Export custom data fields to an Excel file

Export requests to an Excel file - For admin/owners

Export requests to an Excel file - For members

Owner views all requests in the system

Reports



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