Track your requests (Requesters)

From the Requests screen, you can track all of your intake requests. If buyers have questions while reviewing your request, they can message you any questions or clarifications.

Access requests

• From the menu, select Requests.

Filter requests

The left side of the screen includes a tab for all available request statuses. Select a tab to filter the list by the request status.

Available statuses include:

• Draft: Requests awaiting approval before being submitted for review. A request moves to this status if your company has set up request approvals and the request meets an automation rule. See Request approvals.

• In review: Requests submitted for review, typically before being converted into an event.

• In progress: Requests that have been converted into a request for quote (RFQ) or request for proposal (RFP) events and are currently in the sourcing phase.

• Completed: Requests that have been converted into events and have been awarded.

• Canceled: Requests that were rejected or deemed unnecessary.

Open request

Click a request line to open the details view. From this view, you can review the assignees, request status, the details you entered, and any messages from the buyer.

View request status

From details view, you can monitor your request's progress and review important dates, including an estimate of when your request will be completed.

Statuses:

• In review: Your request is being reviewed. Includes the date and time the request was submitted.

• Sourcing: Your request is being sourced. Includes the sourcing start date and time.

• Completed: Your requested was successfully sourced. Includes date and time when the sourcing is completed.

  Note: As your event moves through each step, you can review an estimated completion date. When a request is in review, the estimate includes 1 day to review and 8 days for sourcing. When the event is being sourced, the estimate depends on when the sourcing is scheduled to close and 3 days to review supplier responses.

• Canceled: Indicates the date and time your request was canceled.

Cancel a request

From the details view, click Cancel request to cancel your request and move it to a Canceled status. If needed in the future, you will need to enter a new request.

Internal comments

With a request opened in details view, you can add internal comments to the request, which are shared with the assigned buyer. If the comments area isn't displayed, click the comments/approvals button to switch to the Internal comments view.

Add a comment

• In Write a comment, enter the text you want to send. You can also:

  • Mention other users to notify them about the comment.

  • Attach files with additional information.

• Click Send to add your comment to the request.

Subscribe / Unsubscribe from notifications

To toggle on or off message notifications, click the Subscribe / Unsubscribe from notifications button.

Approvals

When you submit your request, if your company requires an approval based on the included information in the request, it will be automatically routed to the approver. From the request screen, you can track where your request is in the approvals process.

If the approvals area isn't displayed, your request might not require an approval or you may need to click the comments/approvals button to switch to the Approvals view