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Version: 1.23.3

Demand module

This module includes tables required for performing tasks related with demand registration and demand management in a company.

Demands​

The Demand (demand) table contains all demand records existing in the system. Each record refers to a certain cost center or fiscal period and has attributes which must be specified to plan the demand. In order to support the activity on meeting the demand, you can create Demand tasks and adjust their logic.

warning

The table requires logic adjustments in accordance with your company workflow, for example, specifying choice options for the Reason field.

tip

Roles required:

  • Create, edit – admin, demand_manager
  • Read – admin, demand_manager, demand_agent

No one can delete demand records.

Create a demand​

To create a demand record, complete the following steps:

  1. Navigate to the Demands → Demands.
  2. Click New.
  3. Fill in all required fields and click Save. The demand is saved in the Registered state.
  4. The assigned user must start work on the task, have it approved, and then complete.

Demand form fields

FieldMandatoryDescription
CallerNAdd the current demand caller.
CompanyNSelect a company.
ReasonNSelect the demand reason.
SubjectYSpecify the demand subject.
DescriptionNProvide necessary information for the current demand.
CategoryNSelect a demand category. Available options:
  • Operational
  • Strategic
Cost centerNSpecify a cost center.
Fiscal periodNSpecify a fiscal period.
StateYSpecify a demand state. Available options:
  • Registered
  • Approval
  • Approved
  • In progress
  • Completed
  • Canceled
PriorityNSpecify a demand priority. Available options:
  • Low
  • Moderate
  • High
  • Critical

By default, the priority value is set to Moderate.
Assignment groupNSpecify the group assigned to process the demand.
Assigned userNSpecify the user assigned to process the demand.
Work notesNSpecify additional information in this field.
note

Each demand is assigned with a unique displayable name after the saving of the record. It is generated according to the following template: DMDXXXXXXX Subject. Example: DMD0000025 Raise equipment quality.

The Activty Feed widget with the History and Work Notes tabs is available on the form of a saved record.

Related lists

  • Demand tasks is a list of tasks related to the current demand.
  • Approvals is a list of approval requests that also shows the state of requests and the names of approvers.