What does this section cover?

Navigating to Resource Requests

Explaining Resource Requests Fields 

Creating & Saving, Validations & Restrictions

Creating a Resource Request

1. Search using the criteria available in the summary page
2. From the top menu click on NEW to open the Resource Requests data entry page

3. MAIN INFORMATION

   1. The following information, except Description, is automatically loaded based on the logged in user's characteristics:
      
      1. Requested By Unit
      2. Requested By User
      3. Life Cycle State
      4. Description
         

4. REQUEST INFORMATION

   1. REQUESTED RESOURCES

      1. Provide the required information:

         1. Unit
         2. Number of Resources
            

   2. REQUESTED ONE TIME SERVICE

      1. Provide the required information:

         1. Activity
         2. Service (for Activity)
         3. Job
         4. Service (for Job)
         5. From: to be loaded once the resources are selected through the Resource Request Plan
         6. To: to be loaded once the resources are selected through the Resource Request Plan
            

5. REQUEST PLAN ENTRY INFORMATION

   1. Click on AVAILABLE ENTRIES to search for and select available resources
   2. Provide or Edit the required information:
      1. Requested Unit
      2. Number of Resources
      3. From Date / Hour / Minute
      4. To Date / Hour / Minute
   3. Click on SEARCH
      
      1. The system will take the following into account, and search for all available resources, that meet the criteria:
         1. Requested Unit 
         2. Service
         3. From Date
         4. To Date
      2. Available resources will be displayed in the SEARCH RESULTS section providing the following information:
         1. Resource Plan Entry Number
         2. Unit
         3. Unit Description
         4. Date
         5. From 
         6. To
         7. Planned Resources: The number of resources defined on creating the plan 

         8. Available Resources: The number of resources that have not yet been booked

            If the Planned Resources < Available Resources it means that Overbooking Percentage has been set to be greater than 0 % and (most likely) no resources have yet been delegated

            If the Planned Resources > Available Resources it means that some resources have already been delegated and thus removed from the available resources

      

   4. Select the Resource Plan Entries and click on SELECT

      You cannot book resources from 2 different entries, i.e., 2 different days, however you can book as many slots as you like from the same entry (day), but that will be greater or equal to the Minimum Duration, and less than or equal to the Maximum Duration set on the Service when Creating a Resource Plan

      
      

6. From the Action Menu click on SAVE

7. LOG INFORMATION

   The following information is automatically set by the system on saving the Resource Requests

   Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
       

System Processing

On submitting the request, a resource request is created. The applicable Life Cycle States of the request are:

• Pending: This means that the resource is requested but not delegated, i.e., does not affect Resource Availability
  Confirmation is required for new requests 
• Accepted: This means that the resource requested is also delegated on the specific activity, i.e., Affects the Resource Availability
  No confirmation is required for new requests 
  

The Life Cycle State to be set on the requests is based on the Configuration of Resource Scheduling where you can select to require confirmation or not.

If confirmation is not required then the submitted resource request is automatically Accepted. In that case the requested resource plan entry is automatically reserved. 
If confirmation is required then the submitted resource request is set to Pending.  Manual processes exist to accept, reject or cancel submitted Resource Requests.