In BRM, any employee can create, submit, and collaborate on a request. You can initiate a request through the UI, or simply ask brAIm to do it for you.
Outlined below are the guidelines to creating and completing a request. For more details on the request data model, see Requests
Create a Request
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- Click the global "+" button to initiate a request.
- Choose the type of request.
- Designate a champion (Champ) to lead the request process.
- Complete the basic details of your request.
Complete a Request Step
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- The Champ collects necessary data as defined by the request process and ensures the completion of requests.
- Leave comments and @mention others as needed for assistance with the request.
- If a field does not apply, select the “No Field” option below it.
- Once a step is finished, submit it for review and approval.
- Following approval, subsequent steps will be initiated until the request is fully completed.
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