Create a Universal Request
Create a Universal Request (UR) in Employee Center when your request involves multiple departments or the right department to contact is unclear.
Before you begin
Role required: snc_internal
Procedure
Navigate to Employee Center.
In the How can we help? search bar, enter a description of your request in natural language.
Include the services needed, relevant locations, and any additional context that helps fulfillers understand your requirements.
Review the search results to check whether an existing catalog item or knowledge article addresses your need.
If no suitable result is available, select Request help in the Contact us for help section.
In the Request Help form, enter the details of your request.
If the request contains sensitive or confidential information, select the Issue contains sensitive or confidential information check box.
For more information on handling sensitive information, see Universal Request sensitive information security.
Select Submit.
Result
The Universal Request is created and routed to a routing agent for review. The request is then processed through the Universal Request workflow. For more information, see Universal Request.
- Create a procurement case from a Universal Request
When a Universal Request arrives in the Source-to-Pay Workspace, create a linked procurement case to track and manage the request through fulfillment.
Parent Topic:Use Sourcing and Procurement Operations
Related topics
Using Procurement Case Management
Working with SPO playbooks in the Source-to-Pay Workspace