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1. Click the Requests tab and click the Add button (Image Removed).

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The Request dialog appears. 


4. Click the Status dropdown and select the appropriate request status: Initial Request, In Progress or Closed.

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Note: New status can be created on the Requests tab of a job site. Go to Working with Statuses for more information.

5. Click the Date Needed calendar icon ().

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The Calendar appears.


Note: Remember to enable the Manage Requests for this location checkbox.

8. Click the Products tab.

Note: Remember to enable Products in the Global Options Request Tab

The Request dialog refreshes.

9. Locate the first item you want to request, click in its cell in the Quantity column and enter the number of items you want to request.

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10. Repeat the above step as many times as necessary.


The new Request appears in the Requests tab. The Request will be included in the Requests tab when either the parent Branch Office or the Job Site is selected on the Organization Tree.

Note: You also have the option to add Consumables and Properties if these are enabled in Global Options Request Tab .