Requests & Approvals
Submit requests for expenses, supplies, time off, and more. Track their progress and get notified when they are approved.
Overview
The Requests module is your one-stop place for submitting and tracking any kind of request within your organization. Whether you need to claim an expense, request time off, order supplies, or ask for something else entirely, you can do it all from here.
Once you submit a request, it is automatically sent to the right person for review. You can follow along in real time to see exactly where your request is in the approval process.
How to submit a request
Follow these steps to create and submit a new request
Step 1: Browse the catalog
Go to the Requests page and browse the service catalog. The catalog shows all the types of requests available to you, such as expense claims, supply orders, and leave requests.
Step 2: Select a request type
Click on the type of request you want to submit. A details panel will open showing you what information is needed and any requirements for that request type.
Step 3: Fill in the form
Click "Create Request" and fill in the required details. Depending on the request type, you may need to add line items with amounts, quantities, dates, or other information.
Step 4: Attach documents
If you have supporting documents (receipts, invoices, or other files), attach them to your request. This helps the reviewer make a decision faster.
Step 5: Submit your request
Review everything and click "Submit." Your request will be sent to the appropriate approver and you will receive a confirmation.
How to track your requests
Stay informed about where your requests stand
After submitting a request, you can track its progress at any time from the "My Requests" section. Here you will see a list of all your requests along with their current status.
View request details
Click on any request to see its full details, including line items, attached documents, approval history, and any notes from the reviewer.
Get notified
You will receive a notification whenever your request is approved, rejected, or if the reviewer asks for more information.
For managers: Reviewing requests
If you manage a team, here is how to handle incoming requests
As a manager, you will see a dedicated "Approvals" section where all pending requests from your team are listed. Here is how to handle them:
Navigate to the Approvals section to see all requests waiting for your review. Each request shows the requester's name, the request type, the date submitted, and a summary of what is being requested.
You can filter and sort the list to focus on the most urgent requests first.
Click on a request to open its full details. You will see all the line items, amounts, dates, and any documents the requester has attached.
Take the time to review everything before making a decision. If you need more information, you can add a note asking the requester to clarify.
Once you have reviewed the request, you can approve or reject it. You can also add a note explaining your decision, which is especially helpful if you are rejecting the request so the submitter understands why.
The requester will be notified immediately about your decision.
Request status explained
Each request goes through a series of stages
Every request has a status that tells you exactly where it is in the process. Here is what each status means:
You have started filling out a request but have not submitted it yet. You can come back and finish it anytime.
Your request has been submitted and is waiting for a manager to review it. You will be notified once a decision is made.
Your request has been reviewed and approved. Any follow-up actions (such as expense reimbursement or inventory updates) will happen automatically.
Your request was not approved. Check the reviewer's notes to understand why. You can submit a new request with updated information if needed.
This request was cancelled, either by you or by the system. Cancelled requests are kept in your history for reference.
Types of requests
Different request types are available depending on your organization's setup
Expense
Claim reimbursement for business expenses such as travel, meals, office supplies, or other work-related costs. Attach receipts for faster approval.
Time-off
Request annual leave, sick leave, personal days, or other types of time off. Your leave balance is checked automatically to make sure you have enough days available.
Inventory
Request supplies, equipment, or other items from your organization's inventory. Once approved, the stock levels are updated automatically.
General
For anything that does not fit the other categories. Use general requests for approvals, permissions, or any other type of request your organization supports.
Tips for a smooth experience
The more detail you include, the faster your request can be reviewed. Add descriptions for each line item and attach any relevant documents. This reduces back-and-forth and speeds up the approval process.
Make sure you are using the correct request type from the catalog. Each type may have different required fields and approval workflows. Choosing the right type ensures your request reaches the right reviewer.
If you are gathering receipts or waiting for information, save your request as a draft. This way you will not lose any work, and you can submit it when everything is ready.