Create a Managed Services Request

You can create a request for a worker where the primary use is to track the worker in the system.
Note:
The application creates a request record that is saved as a draft by clicking and completed at a later date. The request record can be accessed by clicking on the Draft button link on the Requests tab.
  1. Navigate to the Home page in the Manager view.
  2. Click .
  3. In the Create a New Request for field, enter the manager that will managed the request. The application automatically pre-populates the field with your name. You can remove yourself and enter another manager.
  4. Using the buttons, select the operational unit (if applicable) for the request.
  5. Click the tile.
    Note:
    This tile can be customized by your client organization and can appear with different text.
  6. Using the request creation wizard, configure the following:
  7. Confirm the details for the request.
    Once you have confirmed the request and approvals and onboarding are completed (if configured), the request is converted to an engagement.
  8. Click .