Using The Request Tracker Quick Reference Guide

Summary

Using the Request Tracker–Quick Reference Guide
The Request Tracking application provides expanded search capabilities and specific information about where a submitted request is
in workflow. It also displays the contact information of the list of individuals/individual currently reviewing the request

Detailed information such as the request tracking number (9 digit ID that begins with “6”), request type, employee’s BUID number,
Personnel Number and Position ID (including position IDs of newly created positions and personnel number of newly hired
employees) is displayed on the Request Tracker

Transactions initiated in the last 30 days from a users’ current login date are displayed by default. Users can also view the anticipated
path of approvals for a request as well as the history of actual approvals with time and date stamp

The Request Tracker’s expanded search capabilities include:
- Ability to search for transactions according to the status of the request: In-process, Submitted, Completed etc

- Ability to search for transactions in a specific date period
- Ability to search for specific Organizational Management (OM) and Personnel Actions (PA) or by BUID/Position Id

1. Log on to BUworks Central https://ppo.buw.bu.edu
2. Based on your privileges, you will see either the Manager Self
Service OR the Payroll Coordinator tab. Click on the tab
3. The Request Tracker is automatically displayed
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Using the Request Tracker–Quick Reference Guide
There are two parts to the Request Tracker:
The upper half (labeled A) allows you to search for transactions

The lower half (labeled B) allows you to view transactions that are
either submitted, in-progress, approved or rejected
Click on the Change View button to toggle between a Form
Initiator’s view and a Department’s view
4. You can enter a tracking number (6xxxxxxx) and click on
Search to locate a specific transaction
5. You can specify a date range (e.g. From: 02/20/2018 To:
03/05/2018) and click on Search to locate transactions submitted in
that period
6. You can select from Request Type drop-down, the specific name
of transaction (e.g. Create Position or Maintain Position or
Additional Payment) and click on Search to locate by the
transaction name
7. You can search by Form approval Status (Submitted, In-Progress
or Completed) and click on Search to locate by the form status
8. You can search all transactions in the system for a specific
employee or position by specifying a BUID OR Position Id
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Using the Request Tracker–Quick Reference Guide
Here are descriptions of the columns displayed in the transaction display area:
9. Click on the link in the Current Agent column. The contact
information of an employee or list of employees currently
reviewing a submission is displayed. You may contact any one of
the approvers displayed on the list
10. To view the anticipated approval path for a transaction, click
on a row to highlight a specific transaction to select it. Click on
Display Approvals. To view a transaction, click on a row to
highlight a specific transaction to select it. Click on Display Form

To exit from the displayed form, click on Exit. To refresh the
screen to display the most up-to-date transactions, Click on
Refresh
3 2/28/2018

Detailed information such as the request tracking number (9 digit ID that begins with “6”), request type, employee’s BUID number, Personnel Number and Position ID (including position IDs of …

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Frequently Asked Questions

What makes a good quick reference guide?

You don’t have to create a total work of art to make a good quick reference guide. Sometimes a simple screenshot annotated with arrows, text, etc. can be enough to get someone the information they need.

Whats new with request tracker 5?

Request Tracker 5 is Here! We are very excited to announce that Request Tracker (RT) 5.0 is now available! The latest and greatest RT comes with a new theme and a ton of new features. Check out our Intro to RT 5 video for an in depth run down of all that’s new with RT.

Can i try request tracker on my own server?

If you want to give Request Tracker a quick test drive, you can experiment on our demo site. Just click the “Login as Guest” button on the login page. Want to run RT on your own server for free? You can grab a copy of our latest stable release right here.

How long has request tracker been used?

For over 20 years teams of all sizes have used Request Tracker to help get more done. Request Tracker 5 is Here! We are very excited to announce that Request Tracker (RT) 5.0 is now available!