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Executing a project request

Gear icon that leads to the configure request type step, where the requirement settings are configured.
Curved arrow icon that leads to the issue request step, where the user starts the process of sending a request.
Circle icon with an opening that leads to the Track request step, where the user can monitor the order status.
Checkmark icon that leads to the execute request step, where the request is processed.
Checkmark icon that leads to the Finish request step, where the process is finished.

Prerequisites

  • SoftExpert Project as part of the solutions acquired by your organization.
  • User defined as responsible for executing the request.
  • Previously issued project request.

 

Introduction

Once a project request is issued, the party responsible for the execution will receive a task, according to the object type and operation described below:

SoftExpert Project

Object type Operation Request execution
Project Creation The Request execution task will be sent to the responsible party for them to create or revise the requested program or project.
Revision

 

Executing a creation request

1. Access the My tasks > Project > Request execution menu.

2. Select the creation request task you wish to execute.

3. Click on the Confirm icon toolbar button.

4. Enter the data of the new project.

5. Save the record to finish.

User following the steps described above to execute the "Interview" task in SoftExpert Suite.

 

Executing a revision request

1. Access the My tasks > Project > Request execution menu.

2. Select the revision request task you wish to execute.

3. Click on the Confirm icon toolbar button.

4. Enter the project revision data.

5. Save the record to finish.

User following the steps described above to execute the request execution of an output event.

 

Conclusion

Once the execution is completed, the next step is to close the request.


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