Tutorial: submit and track a request
From submitting a request to tracking its progress and responding to follow-up questions.
Prerequisites
- Access to the relevant application
Steps
Open the request form
In the relevant application, select New request. The form adapts to the request type you choose; pick the type first so you only see relevant fields.
Complete the form
Fill in the required fields. Attach supporting files if the request benefits from context; attachments are stored with the request and visible to everyone working on it.
Submit and confirm
Submit the request. You will receive a confirmation with the request reference, and the request appears in your list of submitted items with its current status.
Track progress
Open the request to see its status history, any approver comments, and expected completion. You will be notified when the status changes or when someone assigns the request to you.
Respond to follow-ups
If an approver or handler asks a question, respond directly on the request thread so the full conversation stays with the record rather than in email.
Tips
- Requests you submit stay visible to you under My requests, even after they close.