This section will cover the process of submitting a Request Form for approval
Select Form Type and click ‘Next’
There are two main sections in the form
1. Main Information
This section relates to the requestor’s details
The requestor name, email & contact number would be auto-filled. Delivery & Billing Address will be pre-filled, you may change to any other entities and addresses assigned to you.
Internal comments inputted would be seen by your approvers and the procurement team.
2. Items/ Products Information
This section relates to the item that you would like to submit. Depending on the form setup, you can either input the item via
a. Free Form Text
Type to fill in the information accordingly.
b. Searchable Catalogue Products
If your company has enabled searchable Catalogue Products for the form, you may type in items/products name to search for items/ products assigned to you. Click to add the into the field
c Full Catalogue Display
If your company has enabled Catalogue Products for the form, you may click to list all items/products in the catalogue.
If the ‘Next’ button is greyed out, please recheck your form to ensure all compulsory fields are filled.
Review and confirm all information is correct before submitting.
Upon submission, you will receive an email confirming that your submission is successful and submitted for approval
This section will run-through how you can act on your submitted request form
You will be redirected to a page where it shows a list of requests that you or your organisation have submitted.
Use the search bar to identify specific submissions. You may refer to the placeholder text within the search bar. You may also filter submissions by using the “Filter” button.
This section will run-through how you can view your submitted request form.
You will be redirected to submitted request detail page
Requests Form status definition :
This section will run-through how to copy your submitted request form.
By default all details will be copied and pre-filled in your drafted form. If there are compulsory fields that are not pre-filled, you will still be required to fill in the additional details.
This section will run-through how to cancel your submissions.
Click on the ‘OK’ to confirm your cancellation
If you wish to edit and resubmit your Request, please refer to ‘Copy Requests Form’ above.
This section will run-through how to remind the approver(s) to approve or review your form
This action will resend the approval email to the approver for their action.
To view the approval flow for your submitted request, click ‘Approval Status’ in the request detail page