Set and Edit My Req Defaults

Abstract

Product: BrassRing

Set and Edit My Req Defaults

Updated Release 18.07.23.

• Users must have the Client Setting [Hide "Add my req" menu] set to No. Contact your Infinite representative to edit this option.

• Default req data can be configured as a template for yourself, saving time if you often create similar types of reqs.

• Creating a req by using your req defaults results in your defaults overriding the fields that would normally be populated by [Job Code Default Data].

Process

Set and Edit My Req Defaults

1. Select Menu → Reqs → Add my req → Set my req defaults.

    

2. If needed, select a Language to set the Req defaults on.

3. Select Actions → Add new defaults.

4. Select a Req Form by using the pull-down menu.

5. Select Continue.

6. Enter the default details of the req, and select Save and Continue.

7. Select OK.