- To start a new requisition process follow the steps below.Once you have logged into the system, you will see the following page. You can create a new requisition by clicking on + Create New Requisition.
Alternatively you can click on the same button within the Requisitions tab - This will display a list of Requisition Process Templates click Select on the Requisition Process template available.
- The first screen you see will be the first Requisition form.
The Requisition process workflow will appear on the left hand side of the page.
- Complete this form by selecting from the drop down lists and entering data into the free-text fields.
Any question with a red asterisk is mandatory and will need to be completed in order to Submit the form.
- Once the form is complete and you are ready to submit the form to the next step in the process, click Submit.
Note:
If you do not wish to Submit you can click Save to save the questions answered in the form. You can then access this form at a later date through your Tasks tab.
If you change your mind and you don’t want to raise this Requisition anymore click Cancel. This will remove what you have done.
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