Request

[ Description ]

Overview​ ​of​ ​Request​ ​Management

What is request management?

1. Go to Request Page.
2. In Request Page, the top section show all your pending request. While the bottom section show all your request listing.
3. Tab on the request accordingly to enter Request Detail Page.
4. In Request Detail Page, the detail tab show all the detail information of the request, while the assign tab show the activities inside the request and the person in charge.

Adding a new request

How to add a new request?

1. Go to Request Page.
2. Tap on the Add Button located at the bottom of Request Page.
3. Fill in request information accordingly.
4. Tap on Submit Button to create a New Request.

Accepting a request

How to accept a request?

1. Go to Request Page.
2. If the are any pending request waiting for acceptance, it will appear in Pending Request Section.
3. It will only show maximum 3 request in the Pending Request Section, to view more tab on the View More Button located at the bottom of the Pending Request Section.
4. Select the request accordingly.
5. Tap on Accept Button located on top of the Pending Request Section to accept the request.

Assigning an activity

How to assign activity in a request?

1. Go to Request Page.
2. Select Request accordingly.
3. Tab on Assign Tab to go to Assign Section.
4. Tab on Assign Activity Button.
5. Select Team and User for this activity.
6. Fill up the Activity Information accordingly.
7. Tap on Submit Button to Create and Assign the Activity.

Accepting an activity

How to accept activity in a request?

1. Go to Activity Page.
2. If there is any Pending Activity waiting to accept, it will appear in the Pending Activity Section located at the top of Activity Page.
3. Select the Activity accordingly.
4. Tap on Accept Button located at the top of Pending Activity Section.

Updating activity

Our activity module allow user to capture the details they require. Details such as:

Check-in location

How to check in to a location?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on check-in button located on top of the activity detail page. (Do make sure that GPS is turned on from the phone settings)
3. Loading screen will appear while system are capturing your current location for the activity as the check-in location.
4. Timer is showing the duration of the activity from the check-in time.
5. Tap on check-out button located on top of the activity detail page. (Do make sure that GPS is turned on from the phone settings)
6. Loading screen will appear while system are capturing your current location for the activity as the check-out location.
7. Done icon will appear on top of the activity detail page when user is check-out from the activity successfully. Date and time will be captured and displayed below the done icon.

 

 

Capture photo

How to capture a photo?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on camera button located on top of the activity detail page. (Do make sure that Symple app have permission to access the phone camera from the settings)
3. Take a photo of the activity.
4. Tap on Retake to retake a photo.
5. Tap on Use Photo to save the photo.
6. Tap on add button to add more photo for the activity.
7. Tap on back button to get back to activity detail page.

 

 

Open map for direction

How to get to activity when you don’t have any idea on the direction?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on map button located on top of the activity detail page.
3. Select your preferred way to get to the activity location.
4. Symple app will open the third party app accordingly based on the selection.

 

 

Filling up data capture forms

How to fill up data capture forms?

1. Go to activity listing page and tap on the activity accordingly.
2. Available data capture forms will appear on the form section.
3. Tap on the data capture forms accordingly.
4. Fill up the data capture forms accordingly.
5. Tap on save button to save the data capture forms

 

 

Adding expenses

Symple app allow user to capture and submit expenses claim easily. Type of expenses are:

Mileage

How to capture and submit mileage claim?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on the add button located beside the expenses section.
3. Select expenses type “Mileage”.
4. Enter the total amount of the parking.
5. Start Location is default to the last check in location.
6. Tap on the map icon located at the end of
7. Tap on submit button to submit the claim.

Parking

How to capture and submit parking claim?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on the add button located beside the expenses section.
3. Select expenses type “Parking”.
4. Enter the total amount of the parking.
5. tap on the add button located below the Receipt to add a receipt.
6. Tap on submit button to submit the claim.

Toll

How to capture and submit toll claim?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on the add button located beside the expenses section.
3. Select expenses type “Toll”.
4. Fill up the form accordingly.
5. Tap on the add button located below the Receipt to add a receipt.
6. Tap on submit button to submit the claim.

Entertainment

How to capture and submit entertainment claim?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on the add button located beside the expenses section.
3. Select expenses type “Entertainment”.
4. Fill up the form accordingly.
5. Tap on the add button located below the Receipt to add a receipt.
6. Tap on submit button to submit the claim.

Transportation

How to capture and submit entertainment claim?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on the add button located beside the expenses section.
3. Select expenses type “Transportation”.
4. Fill up the form accordingly.
5. Tap on the add button located below the Receipt to add a receipt.
6. Tap on submit button to submit the claim.

Accommodation

How to capture and submit entertainment claim?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on the add button located beside the expenses section.
3. Select expenses type “Accommodation”.
4. Fill up the form accordingly.
5. Tap on the add button located below the Receipt to add a receipt.
6. Tap on submit button to submit the claim.

Meal

How to capture and submit entertainment claim?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on the add button located beside the expenses section.
3. Select expenses type “Meal”.
4. Fill up the form accordingly.
5. Tap on submit button to submit the claim.

Misc

How to capture and submit entertainment claim?

1. Go to activity listing page and tap on the activity accordingly.
2. Tap on the add button located beside the expenses section.
3. Select expenses type “Misc”.
4. Fill up the form accordingly.
5. Tap on submit button to submit the claim.

Closing a request

How to close a request?

1. Go to Request Page.
2. Tap on Request accordingly.
3. Tap on the Mark As Close Button when all the activity are done to close the Request.
4. Enter a remark (optional) and tap on OK to close the Request.