Configuration Tutorial - Travel Request

[leowchunfei]

Hi, this post will show you step-by-step how to configure a Travel Request in FETIAS.

Problem:
Difficult to manage - Hard to manage and record the travel request

Objective:
Convenient - Convenient to manage and record the travel request and easily forward for approval from a higher authority

Step of Configuration:
1. Recognize and configure all the Information name and type required to create a new entry in Travel Request. (Refer Picture 1)

• Name: Employee Name, Type: Text
• Name: Department, Type: Text
• Name: Position, Type: Text
• Name: Purpose, Type: Multiline Text
• Name: Origin, Type: Location
• Name: Destination, Type: Location
• Name: Travel Date, Type: Date
• Name: Approved By, Type: Text
  
  

2. Recognize and configure all the Activity able to perform to change State (Refer Picture 2)

• Approve
• Reject
• Cancel
  
  

3. Recognize and configure all the State in the whole Court Reservation. (Refer Picture 3)

• Submitted (set this state as initial)
• Approved
• Rejected
• Canceled
  
  

4. Configure Flow by determines a state can flow to which state through specific activity and form a reasonable workflow diagram in whole progress. (Refer Picture 4)

Example: State ----> Activity ----> State

• Submitted ----> Approve ----> Approved
• Submitted ----> Reject----> Rejected
• (any state) ----> Cancel ----> Canceled
  
  

5. Configure and Recognize Listing to category the state of entries and filtered list with defined information to show for users or purposes. (Refer Picture 5)

• Submitted
• Approved
• Archived
• All
  
  

6. Step to produce the Listing (Refer Picture 5 to 13)

1. Click “+ Add” at the Listing card
2. Enter the name of Listing in the empty space at the top left of the screen, can change the emoji you preferred
3. Click the “+ new condition” at the left side of screen to add the condition
4. Select “State” and select the the state you want put in this Listing in the condition
5. In the picture 7, select “State” and select “Submitted” in condition, it will show all the entry which is state “Submitted”, the name of this list is “Submitted”
6. Can add the new List by click “+ Add” again at the Listing card
7. This List’s name is “All”, leave the condition blank to show all the entries in this list
8. Click the gray part of “List Design” to open the “Column Selection”
9. “Column Selection” can customize the column that want to show in this List
10. Can tick all, tick or untick the column to able or disable show the column in this List
11. Click “OK” after done in “Column Selection”
12. Remember to click “SAVE” after done
13. Add another List and name it as Approved, the condition is “State is Approved”
14. Add another List and name it as Archived, click the “+ new condition”, scroll down and select “OR”
15. Click the “+ or condition”, set the condition to “State is Rejected”, click the “+ or condition” again, set the second condition to “State is Canceled”
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    

7. Step to arrange the information according your preference in Standard (Refer Picture 14 and 15)

1. Click gray box beside the “Default(Create/Edit/View)” at the Standard card to open the design form
2. Drag the box from “INFORMATION” panel at left side of screen, drop to the empty place that you want to place
3. Drag and Drop all the information boxes from “INFORMATION” panel to empty place except “Approved By”
4. Arrange the information boxes according to your preferences
5. Click the “SAVE” button after done and click “OK” to close the design form
   
   
   
   
   

8. Step to pop up form when you perform the Activity (Refer Picture 16 and 17)

1. Click gray box beside the “Approve” at the Activity card to open the design form
2. Drag the “Approved By” box from “INFORMATION” panel at left side of screen, drop to the empty place.
3. Also can drag the “Empty Space” box from “ELEMENTS” panel at left side of screen, drop to the place that you want to place to create a empty space
4. Click the “SAVE” button after done and click “OK” to close the design form
   
   
   
   
   

9. Click “SAVE” button at top right of screen after make changes (Refer Picture 18)

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Related topic
Tutorial - Travel Request