Contract Request Process: Create a Request
Adding a Request Record
Initiating the Contract Request Function is accomplished by navigating to Requests > Add Request Record.
1. A page where the type must be selected in a drop-down menu displays
2. Click Continue.
The Request a Contract entry screen for adding/creating a new Contract Request displays.
1. Enter the information/data for your Contract Request into the appropriate fields, being sure to populate all required fields, as indicated by a Red Asterisk (*).
2. Add Sub-Table Data
If configured to, some sub-tables may be available to data entry on the record's Add Screen.
Adding Sub-Table Lines on the Record Add Screen
A. Add a new record as usual.
B. Between the individual fields and the Save & Continue button, each selected sub-table is available. If a particular sub-table is not available, your system administrator has not enabled it for use on the add screen.
C. Click Add New Record.
D. A set of fields appears for each column header for each sub-table. Enter data into all required fields (as marked with a red asterisk (*) in the column header) and all other data available.
Note: For more information regarding sub-tables, please visit the wiki page for Custom Sub-Tables.
2. Once all of the appropriate data/information has been entered, click Save & Continue to save the Contract Request, trigger the alert emails. The Contract Request Details screen displays.
The Request Details screen contains 6 distinct sections/components:
You are also able to create a request from a file from any screen with the grey Drag and Drop box in the side menu by dragging and dropping a file onto that screen
That will then prompt you to choose what type of record to create from the file. To create a request, you would need to click on the request button.
Afterwards you will be able to review the file and enter all metadata for the record.