When requests are entered by users they remain in the saved status until they are submitted. Saved requests are only visible to demand teams. Requests remain in a saved state so that they can be reviewed at a holistic level by demand teams.
Once ready, you can transition requests from saved to submitted. This is a batch process that will submit all saved requests for the parent demand team and all child teams of the parent. Once submitted the requests are visible to the supply teams who can then enter approvals.
Instructions
Terminology marked in red are generic terminology for certain topics which your organisation may have an alternative name for. For specific business context on how this applies to your enterprise, please reach out to your TeamForm consultant.
The requests are now submitted. The supply teams can see the requests from the demand teams. They can approve, amend and respond to the demand teams.
Related articles
Filter by label
There are no items with the selected labels at this time.