A new request can be created by clicking the + Add Request button at the top of the Outgoing list.
The Add Request window opens displaying the required fields needed to be filled in with the information needed by the responder.
These fields include:
Request: Select the roster template to be included with the request from the dropdown menu. Listed in the dropdown is Roster Submission Setup, when selected, opens that tab allowing the user to create a custom roster. For more information on the the Roster Submission Setup tab, go here. If a licensed user, any Attributes Groups created in Resource Assist will also be available for selection.
Requester: Provide users Company name, contact information and Event identification.
Responder: The Name, Company and email address to receive the request. Include Event information such as Location, Date and Time needed. A Comment section is available for any additional notes that may be beneficial to the responder.
Resources: Enter the Number of Resources needed and select the Resource Type from the dropdown menu.