Setting up App Request Workflow

Define the workflow for app requests in your organization by navigating to Settings > App Requests.

Four required statuses are pre-configured and cannot be removed: OPEN: Requested and all three CLOSED statuses. This represents the simplest workflow of opening a request, then marking it closed with one of the three outcomes.

To add a new status in the workflow:

1. Click on Add new open status to insert as many additional steps (statuses) as desired. Each step should represent movement of the request through the process of evaluation, approval/denial, and completion. In the example above, we added a status for "Processing".
2. Enter the status description, select a color, and click Add.
   
3. Click on "+" icon to add users to the notification. When a user is added to the notification list for a status, they will receive an e-mail notification any time an app request is changed to that status. This list would show the person(s) responsible for that step. You can add multiple users for each status. Note that a user will only be notified of requests if the requester (teacher) is in the same location that the notify user has access to manage. Example: If a district has an instructional coordinator for each school vet the app requests from teachers at the same school before passing it along to the district admin, then the "Open: Requested" would have all ICs in the district in the notification list. However, the IC for each school will only get notified if new requests are opened by teachers at their specific school.