Supply Requests on JM Connect

Supply Requests on JM Connect

Users can submit and approve supply requests using JM Connect.

Submitting Supply Requests	Notifications
Editing and Deleting Supply Requests	New Supply Request
Approving Supply Requests	Approved Supply Request
Download PDF Instructions	Declined Supply Request

Users will need access to the Supply Request and/or Approve Supply Request icons to perform actions described in this article.  These icons can be enabled using Security Groups.

Submitting Supply Requests

1. On JM Connect, select the Supply Request icon.
   
2. Select the + (plus) in the top right-hand corner.
3. Select the Customer and Location that the request is for.
   • Users will only be able to select locations where they are marked as Trained.
   • Any items that are assigned to the location will be visible.  Users will be able to see the supply information in the following format: Name - Description - Supplier.
     
4. Select the checkbox next to the item to add it to the request.
5. Once an item has been selected, enter the requested quantity (Qty).
   
6. Select the Save button at the bottom of the screen to submit the request.

Managers who are trained at the requested location will receive a notification that a new request has been submitted.

Approving Supply Requests

1. On JM Connect, select the Approve Supply Request icon.
   
2. Swipe to the left on an In-Progress request to see the available options.
   • Requests can be filtered by Location using the dropdown at the top of the screen.
3. Select the Info icon to view the request details.  This includes the:
   • Customer and Location Name
   • Requested Date
   • Supply Items and Requested Quantities
     
4. Back on the Approve Supply Request screen, swipe to the left of a request and select the Approve (checkmark) icon to approve the request.
   
5. Once approved, the supply request will be removed from the screen.

The user who submitted to request will receive a notification that their request has been completed.

Editing and Deleting Supply Requests

From Supply Request

From the Supply Request icon, users can edit or delete their own Supply Requests.  Swiping to the left of a request will show the Trash Can and Edit Pencil icons.

Deleted supply requests cannot be restored.

From Approve Supply Request

Supply Requests can be deleted from the Approve Supply Requests icon.

Deleting a request from this screen cannot be undone, and will send the requester a notification that their request has been declined.

Notifications

New Supply Request

Who receives this notification?	Managers who are trained at the location where the supply request was submitted.
Where is this notification viewed?	Bell icon on JM Connect
When is this notification sent?	The notification is sent as soon as the user submits the supply request.

Approved Supply Request

Who receives this notification?	The user who submitted the supply request.
Where is this notification viewed?	Bell icon on JM Connect
When is this notification sent?	The notification is sent as soon as the request has been approved.

Declined Supply Request

Who receives this notification?	The user who submitted the supply request.
Where is this notification viewed?	Bell icon on JM Connect
When is this notification sent?	The notification is sent as soon as the request has been deleted from Approve Supply Request.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.