TRAX MANUALS > Library > Library Module > Library, Update Menu > Read & Sign > Read & Sign Detail, General Tab > User Requester Type

Add TRAX Users to the Read & Sign as follow:

From the Read & Sign Detail window, select the New button. Select the 'User' Requester Type radio button. Populate all mandatory and desired fields and select the Save button.

The following information/options are available in this window:
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Request No

The request number is automatically assigned by the system.

Request Status

The status of the Read & Sign. For additional information, refer to the Read & Sign Detail, General Tab, via Read and Sign of the Library Training Manual.

Requester Type

Once a Read & Sign is created, the user must add requests to the Read & Sign.

User Requester Type - A User Request Type is for a TRAX User who will receive a Read and Sign Requirement Notice in the TRAX System. The recipient will acknowledge and close that notice in TRAX.

User

Enter a User Name.

Employee

Select an employee within the User Name.

Note: If the Employee Field is left blank all employees under that User Name will be added to the request. Upon saving, a message appears asking if you want to load all employees under the user name.

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