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Change Request\/ Add Request

Distributor steps for submitting an Add Request or Change Request in Encompass when you lack add/edit permission on a table, and approving or denying requests on Review Change Requests. v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

What is a Change or Add Request?
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  • If a user does not have permission to add a record to a specific table or to make an edit on a specific table, they can submit an Add Request or Change Request
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  • In order for their Add Request or Change request to be completed, an individual with permissions for that table must approve the request

How to create an Add Request or Change Request
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This guide assumes a user does not have permission to add or edit the Products table. The same concept applies to all tables that a user does not have permission to add or edit.
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  1. Search Products on the universal search bar
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  2. Click the Request New Product button (only displayed if you don't have the Product Add permission)
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  3. Fill in required (*) fields and click Request New Record when ready
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  4. Click on the Edit or Pencil Icon next to the product you’d like to edit
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  5. Edit the Desired Fields. Then click the Request Changes button

Approving an Add or Change Request
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Requests can only be approved by someone who has permission to edit the fields and/or table the request was made for.
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  1. Using Universal Search, navigate to the Review Change Requests dashboard
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  2. Select Type = Add Request
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  3. Select Table = Products
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  4. Click Load
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  5. Click the drop-down next to the change you'd like to accept and select Accept
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  6. You can also click the Full Details button to see all details for that record
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  7. Clicking Deny will deny the requested changes and remove the request from the list
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