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2. Application Tour

User & Administration Guide — Version 1.0.0.21

Guide summary

The sidebar groups work into Main, Requests, Design, Governance, Lookups, and Admin.

On this page

From a form to a recorded decision: design, submit, decide, close, and report
Design, submit, decide, close, and report happen in the same SharePoint workspace.

On a desktop SharePoint page the menu stays open. The header control minimizes it to icons. In a Microsoft Teams tab the menu starts closed and opens from the header. In a separate Teams window the sidebar stays open. Language, theme, the signed-in person, and sign out stay at the bottom of the menu.

  • Main — Dashboard and My Board.
  • Requests — New request, My requests, Awaiting my approval, All requests, and Email requests.
  • Design — Form builder and Workflow designer.
  • Governance — Budgets, Delegations, Reports, and Audit log.
  • Lookups — Departments, Categories, Sub-categories, and Request types.
  • Admin — Settings.

Your work

Dashboard shows volume, cycle time, and work waiting for you. My Board groups submitted, awaiting, completed, and delegated work. My requests lists what you raised, including drafts. Awaiting my approval lists decisions assigned to you, with urgent items first.

Design and lookups

A request type points at one published form and one published workflow. Departments, categories, and sub-categories are the lists those forms use for routing. Renaming a label does not rename the internal field.

Appearance

Choose light, dark, or system. Appearance settings can change the sidebar color without changing the rest of the color scheme. Dates follow the SharePoint regional settings. The interface is available in English, Spanish, French, German, Arabic, and Hebrew.

All requests with search and status
All requests is the admin grid, with search, filters, and export.