View a Request

The customer can view requests by either selecting the “Requests List” menu option, or by selecting the “View Requests” options from the Dashboard. The requests listed include both completed requests and in-progress requests.

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Column

Description

Request ID

The unique identification of the request.

A progress bar is displayed beneath the Request ID. The progress is calculated based on the Request open date and the SLA for this request. The related bar is displayed in green while the Request is within the SLA period (or extension period). The bar is displayed in red when the Request is overdue.

Regulation

The Regulation for which the request was created.

Activity

The Activity that this Request executes.

Status

The Request status. Status values may be: In Progress, Overdue, Completed, Stopped. A Stopped Request is a Request whereby, during its execution, the system identified it should stop the Request execution. For example, a customer attempts to open a second request that is equal to the first request while the first request is in progress. The validation of such a second request attempt will reject the second request for this reason. The rules and validations that can result in stopping a request are defined by configuration.

Created

The date and time the Request was submitted.

Completed

The date and time the completed Request was completed (completed requests only).

Additional details about a specific request can be viewed by clicking the request row:

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The top section of the screen includes the high level request information:

Field

Description

Request ID

The unique identification of the request.

Regulation name

The Regulation for which the request was created.

Activity name

The Activity that this Request executes.

Request Status

The Request status (in-progress, completed, etc.).

Created on

The date and time that the Request was submitted

Last Update Date

The last time this request was updated. The Request is updated during the progression of its execution – in effect, this date indicates the last date a Task was executed in the Flow fulfilling the Request.

Estimated completion

The number of days the request is expected to be completed. The number of days is based upon the calculation from the Request creation date and the Activity SLA.

Extended

Indicates if the Request SLA was extended. The values are true/false.

Extendable

Indicates if the Request SLA can be extended. Extendable is dependent upon the configuration of the Activity of this Request.

Request Timeline

The section that appears below the header, on the left side of the screen provides the main milestones of the request:

The timeline presents information such the date the request was submitted, the dates when notifications were sent to the customer, and the date when the request was completed.

Request Data

The section to the right of the screen shows detailed data originating from the request input and output attributes.

The information in this section includes the the inputs that were requested from the customer at the moment of the request submission, as well as information that was generated as part of the request fulfilment process and that were marked as "show to customer" at the Task configuration screen.

Field

Description

Label

The Label that was defined for this attribute in the Task configuration.

The labels are defined in the Tabs "Operations", "Additional Info" and "Steward Input" of the Task configuraiton.

Info

The actual content of the attribute as was provided by the customer or generated as part of the reqeust fulfilment process.

Customer Input

Set to "on" if the information was provided by the customer, and "off" if it was generated as part of the request fulfilment process.

More details about the way to configure parameters so that they would appear on the Request Data section can be found in the Task Configuration section of the Administrator user guide.

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View a Request

The customer can view requests by either selecting the “Requests List” menu option, or by selecting the “View Requests” options from the Dashboard. The requests listed include both completed requests and in-progress requests.

image

Column

Description

Request ID

The unique identification of the request.

A progress bar is displayed beneath the Request ID. The progress is calculated based on the Request open date and the SLA for this request. The related bar is displayed in green while the Request is within the SLA period (or extension period). The bar is displayed in red when the Request is overdue.

Regulation

The Regulation for which the request was created.

Activity

The Activity that this Request executes.

Status

The Request status. Status values may be: In Progress, Overdue, Completed, Stopped. A Stopped Request is a Request whereby, during its execution, the system identified it should stop the Request execution. For example, a customer attempts to open a second request that is equal to the first request while the first request is in progress. The validation of such a second request attempt will reject the second request for this reason. The rules and validations that can result in stopping a request are defined by configuration.

Created

The date and time the Request was submitted.

Completed

The date and time the completed Request was completed (completed requests only).

Additional details about a specific request can be viewed by clicking the request row:

image

The top section of the screen includes the high level request information:

Field

Description

Request ID

The unique identification of the request.

Regulation name

The Regulation for which the request was created.

Activity name

The Activity that this Request executes.

Request Status

The Request status (in-progress, completed, etc.).

Created on

The date and time that the Request was submitted

Last Update Date

The last time this request was updated. The Request is updated during the progression of its execution – in effect, this date indicates the last date a Task was executed in the Flow fulfilling the Request.

Estimated completion

The number of days the request is expected to be completed. The number of days is based upon the calculation from the Request creation date and the Activity SLA.

Extended

Indicates if the Request SLA was extended. The values are true/false.

Extendable

Indicates if the Request SLA can be extended. Extendable is dependent upon the configuration of the Activity of this Request.

Request Timeline

The section that appears below the header, on the left side of the screen provides the main milestones of the request:

The timeline presents information such the date the request was submitted, the dates when notifications were sent to the customer, and the date when the request was completed.

Request Data

The section to the right of the screen shows detailed data originating from the request input and output attributes.

The information in this section includes the the inputs that were requested from the customer at the moment of the request submission, as well as information that was generated as part of the request fulfilment process and that were marked as "show to customer" at the Task configuration screen.

Field

Description

Label

The Label that was defined for this attribute in the Task configuration.

The labels are defined in the Tabs "Operations", "Additional Info" and "Steward Input" of the Task configuraiton.

Info

The actual content of the attribute as was provided by the customer or generated as part of the reqeust fulfilment process.

Customer Input

Set to "on" if the information was provided by the customer, and "off" if it was generated as part of the request fulfilment process.

More details about the way to configure parameters so that they would appear on the Request Data section can be found in the Task Configuration section of the Administrator user guide.

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