Universal Profile - Requests Tab

From the Requests tab, approvers can manage their pending approval requests, view completed requests, and view approval progress. The tab only displays for users with permission to view request items and request forms.

To view approval requests, go to Home > Universal Profile > Actions. Then, click the Requests tab.

View Team

The View Team flyout is designed to allow managers, approvers, and custom relationships to quickly navigate between subordinates' profiles and transcripts. When enabled, the View Team flyout is available to managers and dotted line managers on all pages of their Universal Profile and the Universal Profile of their subordinates. This flyout displays the manager's reports visually.

The View Team button only displays if enabled in the portal. Administrators may enable or disable this flyout via the My Team Dropdown section within Universal Profile General Preferences. See Universal Profile General Preferences.

See Universal Profile - View Team Flyout.

Options

An Options button may be available on various pages of the Universal Profile. See Universal Profile Options Drop-down Overview.

Sort & Filter Options

The following sorting and filter options are available:

  • Request Type - This option allows you to filter the list of requests by the request type. The following options are available:
    • Show All - This option is selected by default. When selected, all requests appear on the page.
    • Development Plan Approval
    • Form Approval
    • Goal Approval
    • Peer Approval
    • Requisition Approval - This option allows you to filter by job requisition approvals.
    • Requisition Request - This option allows you to filter by requisition request approvals.
    • Training Forms
  • Date - This option allows you to sort the requests by the date submitted, the request status, or the request type.
  • Status - This option allows you to sort the requests by pending, approved, denied, or returned status. The Pending status is selected by default. You can also select the Show All option to show requests with any of the request statuses.
    • Approved - This status indicates that the submitted request has been approved. The request is now considered completed. Note: When viewing approved requisitions and requisition requests, a Review button displays for the item. Click Review to view the details of the approval decision and any comments that were submitted.
    • Denied - This status indicates that the submitted request has been denied. The approver may have included comments to explain why the request was denied. Note: When viewing denied requisitions and requisition requests, a Review button displays for the item. Click Review to view the details of the approval decision and any comments that were submitted.
    • Denied and Returned - This status indicates that the submitted request has been denied and returned to the user.
    • Pending Approval - This status indicates that the submitted request is pending action from the approver to approver, deny, or deny and return the request.
  • Keyword Search - This option allows you to filter the requests by the title of the item or the user who submitted the request. Enter the search terms in the field. Note: There is no character limit to this field. However, the more search terms you enter, the more specific the search results. To expand the search results, you can enter fewer search terms.
  • Start/End Date - This option allows you to filter the requests by a date range from when the request was submitted. Enter a date in the field or select a date from the calendar. The requests that display are the requests that were submitted by the user within the defined date range. The results display in order of the requests' status, from pending to approved, denied, returned. Within each group, the results display in order of least to most recently submitted.

Once the sort and filter options are defined, click Search to display the request results.

Request Details

The following types of requests may be available: