Requests - Training Exercises

Essentials

• Submit a request to create a project that will use one of the available project templates. [Topic info]
• Click the main nav Requests link. [Topic info]
• Choose the My Requests view to see the current status of your requests. [Topic info]

Advanced

• Select your project request to view the active stage of the request, i.e., Draft, Accepted, Approved. [Topic info]
• Add text to the Additional Approval Email Text field in a request (requires the BrightWork Approvals Coordinator security role). [Topic info]
• Create a Request template, either as a copy of an existing Request template or a new one, with yourself or a colleague as the Approver and submit a request using it. [Topic info]