11.3 Requesting resources for teams

The Request Team Resources action enables you to request resources for groups or team members:

To request a resource:

  1. Click Request Team Resources in the My Team’s Work group of actions.

    The Request Team Resources page is displayed.

    Description: illustration
  2. Select the category of resource.

  3. Click Continue.

    The Request Team Resources page displays a list of resources that you can request.

    Description: illustration
  4. Click a resource name to select it.The Request Team Resources page appears. Choose a team member to receive the resource. If you are the User Application Administrator, click the Object Selection icon to search for and select a team member name.

  5. Click Continue.

  6. The Request Team Resources page displays the request form. Fill in the fields on the request form. In the following example, the only required field is Reason for request.

    NOTE:The fields on the form will vary depending on which resource you requested.

    Description: illustration
  7. Click Submit.

    A workflow starts for the user.

    The Request Team Resources page displays a status message indicating whether the request was submitted successfully.

    Description: illustration

    If your request requires permission from one or more individuals in an organization, the request starts a workflow to obtain those approvals. See Section 8.0, Introducing the Requests & Approvals Tab for details about workflows.