Type of Requests:
- Orders (manual)
- Order to supply
- Order to library
- Order to production
- Assets (manual)
- Transfer of asset
- Disposal of asset
- E-forms
Setting Requests
- Transferring a Request to Another Employee
- Possibility to Add a Request Watcher
- Cancel or Edit a Request Sent for Approval
- Approval of Requests
- Overview of All Created Requests
Transferring a Request to Another Employee
In Albina you can create a request for another employee. When creating a request, instead of sending it For Approve click on "Owner editing", select the employee's name and the request will be automatically sent to the employee (they will receive an informational email) and saved in the "Employee Requests" list in the "saved" status. It is displayed as a "Work in progress" on the Albina Dashboard.
There he opens it and either sends it directly for approval or he can edit it and then send it.
When you make a request for someone, you may not have access to their grants. Just select "Not Selected" in the "Grant" field and whoever you forward the request to, will complete the grant before sending it for approval. If he/she does not change "Not Selected", the system will notify him/her that the grant is not completed.
The sender of the request can also be changed in the request details:
Possibility to Add a Request Watcher
In the detail of any created request you can add a follower.
Procedure:
- in Requests - Employee Requests - open the request detail
- click on the edit button in the top right corner
- select the employee who can monitor the request and Confirm
For the monitoring employee, this request will be displayed in the "Employee Requests" section and will be saved under the name of the employee who created it.
The watcher cannot interfere with the request, they can only monitor its status, view or download attachments and export the request to PDF.
The request watcher is automatically filled if the request has been transferred to you by another employee. You can still change this name and set another employee as the watcher.
Cancel or Edit a Request Sent for Approval
In the employee's request list, open the request and click Save for edit.
Then the request status will automatically change from For Approve to Saved. You can edit it and send it again for approval or delete it.
Approval of Requests
On the home page we can see the number of requests pending (i.e. approved, returned, rejected). We can either approve/reject them straight away or Hide them and comment later. Hidden requests can be found in the request list (Requests -> View of request -> Required my action).The list of requests can be accessed directly on the home page by clicking on the "Requests for my approve" to approve window or via Requests -> View of request -> Required my action.Then click on the specific request, you can add a Comment and either Validate, Return or Reject the request.
Overview of All Created Requests
All requests in process (in progress, sent for approval, rejected, returned) can be seen on the Albina homepage.
The list of all requests of the employee (and subordinate employees) is schown in the Requests tab.
If you check the "incl. archive" box, all requests will be displayed, including deleted (cancelled).