Event Request Process

The following list outlines the steps involved in the event request process and the interaction between them.

 

Setup Process

 

1.Event request forms are customized to include the fields needed by your campus to support various types of event requests.

 

2.Event request forms are applied to the “request events” permission in user security roles.

 

3.Roles are applied to users (including the Guest user) as needed to provide access to the request process and appropriate form(s).

 

4.Approver Groups are created that specify which users are notified when a request form is submitted.

 

Request Process

 

1.A user enters the request process and fills out and submits the request form as required. The user receives confirmation of their request.

 

2.The request notification is emailed to the user(s) in the approver group.

 

3.An approver follows a link in the request to visit the request management page (or visits the page directly).

 

4.If approved, the approver clicks to approve the event and completes the creation of the event record. Confirmation is sent to the requestor.

 

5.If declined, the approver clicks to decline the event and optionally enters a reason. Notification is sent to the requestor.

 

6.If more information is required, the approver clicks to send a question to the requestor and solicit a response.

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