In order to create new request item types and make changes to existing request item types, you must have access to the configuration choices in the Work Orders menu as shown below. If you don’t see these choices, please contact your system administrator to set the “Manage Workflow” in your user setting to “Yes".

Select “Configure Item Types” under Work Orders from the left navigation bar. This will bring you into the workflow module and open the Manage Request Item Types window.
 

Create a New Request Item Type

1. In the Manage Request Item Types window, press the “NEW ITEM TABLE” button at the top right corner. This will open a blank request item type window.
   

2. Enter the name of the request item type in the “Request Item Type Name” field

It is recommended to search the name of the request item type using the Search function to ensure uniqueness.

3. If you want a name to be displayed when the mouse is placed over the request item type name, enter the name you want to display in the “Hover Text” field. This is optional.
4. Check the box as necessary
   1. Is Default: Please do not check this option. There is no functionality.
   2. Configure Access: This can be used to limit the access of the request item type to certain groups or users. If checked, allowed groups or users must be defined. Otherwise, no one can view this request item type.

1. 3. Search Registration for Compounds: If checked, the structure search will be carried out to ensure that batches are added to existing Registration objects
   4. Register New Compounds: Check this option only when users are expected to add new compounds

5. Number of Frozen Columns in Table: define the number of columns, starting at Left, which will be displayed without scrolling. This is similar to the Excel window frame fixing function.
   1. This field is optional.
   2. If this field is left blank, no column will be frozen. 
   3. The frozen column should not be more than 4. Otherwise, the frozen column will occupy the display window and you won’t be able to see the content on the right.

6. Press the “+Add Field” button to add fields to the filed list.
   1. Select the field from the dropdown list
   2. It is optional to select a Field group from the dropdown list to create a subgroup of the fields
   3. The unwanted field(s) can be removed by pressing the “Delete” button. This option is only available when creating a new request item Type. Once the request item type is saved, the field can’t be deleted but it can be disabled.
   4. Hamburger icon: Used to change the display order. Pick the icon and move it to the position you want to display.
   5. Field Name: Select the field you want to use from the list.
   6. Field Group: Divide each field into groups.
   7. Include in Manage request: when this setting is checked, the field will be displayed on the Manage Request window.
7. When you finish, press “Submit” to save your changes. If you want to discard all changes, press “CANCEL”.