In order to create new request types and make changes to existing request 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 “Create/Update Application Templates” under Work Orders from the left navigation bar. This will bring you into the workflow module and open the Manage Application Templates window.
 

Create a New Request Type

1. In the Manage Application Temaplates window, press the “NEW APPLICATION TEMPLATE” button at the top right corner. This will open a blank request type window.

2. Enter the name of the request type in the “Request Type Name” field. If you want a name to be displayed when the mouse is placed over the request type name, enter the name you want to display in the “Hover Text” field. This is optional.
   
3. Request Names can be configured in multiple ways using the “Configure Request Names” function. Please refer to “Configure Request Names” user guide for details.
4. Check the box as necessary
   1. Is Default: When this is checked, the request type will become the default request type when a new request is submitted.
   2. Notify Collaborators:
   3. Restrict Access: This can be used to limit the access of the request type to certain groups or users.
      1. If checked, allowed groups or users must be defined. Otherwise, no one can view this request type.
      2. If ELN is checked, the request type can be used as a custom experiment.

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1. Number of Frozen Column in Table: define the number of columns, starting at Left, will be displayed without scrolling
   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.
2. 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. Include in Manage Request: when this box is checked, the field will be displayed in the Manage Request window.
   4. 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 type is saved, the field can’t be deleted.
3. Select Request Item Type from the dropdown list.
   1. Press the “+Add Request Item Type” button to add a new request item type field to the list.
   2. The unwanted request item type can be removed by pressing the “Delete” button. This option is only available when creating a new request type. Once the request type is saved, the request item type can’t be deleted or disabled.
4. When you finish, press “Submit” to save your changes. If you want to discard all changes, press “CANCEL”.