Track and Approve all Requests

The resource request extension allows managers to filter the flow of resource selection within the company. A stylish dashboard allows approvers to manage and filter all incoming requests. From the dashboard approvers can filter.

The Vacation and Annual Leave Management Extension is a great addition to approving requests.

Approving Resource Requests

Approving resource requests can be achieved by any resource with approval rights. You can also set specific resources as “approvers” in the system and give them a designated team to approve. This can be useful so they always receive the request notifications and see a filtered view in their request dashboard. Ann approver can approve requests in the following way.

  • Approve directly from the Scheduler
  • Approve directly from an email notification
  • Approve from the Vacation Request Dashboard
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Request Flow Chart

The following chart represents a typical flow when using the resource request feature in Hub Planner. Depending on your configuration email notifications can be triggered within the flow. There are multiple ways in which you can approve or reject a request from within the system.

Notifications

This extension comes with email notifications and three different options to configure them to globally and additionally on a resource level. Each user can configure the types of emails the wish to receive from their My Notifications setting, while global options can be set from notifications. Approvers will be notified of a new request via email and they will also be able to approve or reject the request directly from the email.