"My Requests" Filter, Multiple User Assignments, & Transportation Request Finalization

September 29, 2014  •  Jamie Gregory

The following software updates will be covered in this post (click on an item in the list to go straight to that section):

"My Requests" Grid Filter:

You can now filter the request grids to view only the requests that you have submitted, which will help you check the status of your requests quickly and easily.

Step 1: Go to one of the request grids by clicking on the request type in the left sidebar. Then, select "My Requests" from the filter list.

My Requests Grid Filter Option

Step 2: Now that the "My Requests" filter option has been applied, the grid will be updated to display only the requests that you have submitted.

My Requests Filter Applied

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Multiple User Assignment for Maintenance and Technology Requests:

"Two heads are better than one," so we have enabled multiple user assignments for maintenance and technology requests.

Step 1: Click on the request that you would like to assign on the calendar. Then, click the "Assign" button.

Request Assign Button

Step 2: Hold down the Control key, or the Command key if you are using a Mac, and select all of the users who you would like to be assigned to this request. Then, click the save button.

Multiple User Assignment

Step 3: After clicking save, the users that you selected will appear on the "Assigned to" line.

Assigned To View

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Transportation Request Finalization:

Transportation requests can now be finalized to capture the departure time, return time, departure mileage, return mileage, trip hours (calculated), and trip miles (calculated).

Step 1: Email support@gofmx.com and ask us to enable transportation request finalization for your FMX site.

Step 2: Next, you will need to enable the finalization permission for any user types that should have the ability to finalize transportation requests. From the User Types grid, click the edit icon across from the desired user type to open the permission editor.

User Types Grid

Step 3: In the user type permission editor, scroll down to the "Transportation Request Access" section. Then, select the appropriate option from the "Finalize" drop down list.

TR Finalization Permission

Step 4: Click on the request that you would like to finalize on the calendar. Then, click the "Finalize" button.

Calendar Modal Finalize Button

Step 5: Enter the required information in the fields provided and click the save button.

Calendar Modal Finalization Info

Your finalized transportation request will display the information you entered in step 5, as well as the calculated trip hours and miles.

Finalized TR

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Questions? Leave a comment below and we’ll respond right away! You can also send us an email at support@gofmx.com and we would be happy to help you!

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