Searching for a Request to Work Record
The Work Request Search screen is the default page when a screen is opened. This screen is used to filter criteria when searching for specific records to handle. Depending on the authorization role of the user, selected records can be viewed, handled, edited, or deleted.
Record Management
To locate specific records, enter the search criteria as described below, then click on the Search button. For more information, see Searching for a Record.
Note:
The search criteria options are different depending on the status entered. Requested status search criteria include organization unit values, while all other status options include employee values.
After entering the search criteria, all applicable records are displayed. To open and view a record, click on the folder to the left of the record. For more information, see Opening and Viewing a Record.
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Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. |
The following related topics are available: |
Activity Code
Limits the available schedules by the activity code assignment of the schedule.
Note:
Regular expressions may be used to search for and locate activity codes.
Date Range Begin
The earliest date of the range to be searched for a request to work schedule. Schedules that start on or after this date and on or before the Date Range End date are included in the search results.
Note:
This date defaults to the earliest date that the employee can begin searching as determined by their Primary Home Organization Unit. When the Primary Home is not eligible to Request to Work, the current date is displayed.
Date Range End
The latest date of the range to be searched for a request to work schedule. Schedules that start on or after the Date Range Begin date and end on or before this date are included in the search results.
Note:
This date defaults to 14 days after the Date Range Start, but can be changed. The value is limited to 60 days after the Date Range Start.
Employee Code
The identification code of the employee that submitted the request to work.
Employee First Name
The first name of the employee that submitted the request to work.
Employee Last Name
The last name of the employee that submitted the request to work.
Organization Unit
Limits the search results to schedule assignments that include the specified organization unit and its children. The organization units available and the labels displayed depend on the configuration of the corporation.
Profile
The profile code associated with the requested schedule. Built into the profile are the position, station, and skill requirements.
Status
The current status of the request to work.
Action Buttons
The following Action buttons may be available in the left pane, depending on the page that is open:
Add
Click on the Add button to open a screen to configure a new record.
Advanced/Basic
The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.
Note:
The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under . The Advanced/Basic buttons only display on screens with Advanced search capabilities.
Audits
The Audits button in the left pane opens a screen to view changes to records in the open page. The audit trail displays information on additions, edits and deletions, including the date and time the change was made, the type of change (inserted, updated, deleted), the description of the change, the name of the person making the change, and the original and new values.
Delete or Delete Selected
The Delete or Delete Selected button is used to remove one or more records from a screen.
Replace
The Replace button opens a screen to update one or more field values for all the records selected in the search. This feature can be used to update multiple records with the same field information.
Replicate
The Replicate button copies all general, detail, indicator, and parameter attributes of an existing record, so the setup of a new record requires less time. The General screen opens so you can update general field values for the new record.