Create and save custom forms to be filled out when a Labor Request is created
Contents
Navigate To Workforce Requests Table
Related Content
Navigate To Workforce Requests Table
Click Workforce on the left side menu
Click 'Requests' on the header menu
'Create New Template' Drop Down
Navigate to Workforce Requests Table
Click drop down next to 'Create New Template'
Create New Template
Navigate to Workforce Requests Table
Click 'Create New Template' in upper right to open the Manage Templates modal
On the right side, name your new template
In the text box below, type out your Labor Request Template
Click 'Save changes'
Manage Templates
Navigate to Workforce Requests Table
Click the drop down next to 'Create New Template'
Click 'Manage Templates'
On the left, click the name of a template and edit the text on the right
Click 'Save changes' when done editing
Note: When editing multiple templates, you must save each template when finished. Clicking on another template before saving your current changes will result in the changes being lost.
Archive Templates
Navigate to Workforce Requests Table
Click the dropdown next to 'Create New Template'
Select 'Manage Templates'
To archive a template, click the down arrow icon
To access archived templates, click 'Archived Templates' on the lower left side
Note: To unarchive a template, click the up arrow icon.