Company request types

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Overview

Company request types define the form, approval steps, and availability for each kind of company request in Teamper. You use them to standardize requests such as equipment, travel, or access requests so employees submit the right details and the right people review them.

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Who can use this

• Company admins
• Employees with the Company requests management responsibility when Company Requests and Advanced Permissions are enabled
• HR admins
• Implementation teams setting up a new company workspace

Company admins can delegate request-type and workflow management through Advanced Permissions when the relevant modules are enabled.

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Before you start

• Make sure you can open Requests and Request Types in your company workspace
• Decide what information employees must enter before you build the request type
• Confirm who should approve the request and in what order

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Step-by-step guide

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Create a request type

1. Open Requests.
2. Click Manage forms.
3. Click New request type.
4. Enter a Name and optional Description.
5. Leave the status set to Active if employees should be able to use the request type right away.
6. In Fields, click Add field for each answer you want to collect.
7. Set the field Label, choose a field Type, and turn on Required when employees must answer it.
8. In Approval steps, click Add step and choose the approver for each step.
9. Reorder fields or approval steps if needed.
10. Click Create request type.

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Edit or deactivate a request type

1. Open Requests.
2. Click Manage forms.
3. Find the request type you want to change.
4. Click the request type name or choose Edit from the row menu.
5. Update the name, description, fields, approval steps, or active status.
6. Click Update request type.

To deactivate a request type from the list, turn off the Active switch in the Status column. Inactive request types stay in Teamper for reporting and past request history, but employees cannot choose them for new requests.

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Request type rules and limits

• Each request type can include up to 10 fields.
• Each request type can include up to 3 approval steps.
• Field types include Short text, Long text, Date, and Number.
• Approval steps run in the order you set.
• Only active request types appear when someone submits a new request.

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What happens next

After you save a request type, Teamper adds it to the request form for new submissions if it is active. New requests created from that type keep a copy of the request type name, fields, and approval flow that applied when the request was submitted. If you change a request type later, the update applies to future submissions. Existing requests continue to show the details that were captured when they were created.

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Troubleshooting

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I cannot add another field

You may already have 10 fields on the request type. Remove an unused field or simplify the form before adding another one.

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I cannot add another approval step

Teamper supports up to 3 approval steps per request type. Combine reviews into fewer steps if your process needs more people involved.

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An employee cannot find the request type when submitting

Check that the request type is still Active. Inactive request types do not appear in the submission form.

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I cannot delete a request type

If the request type has already been used, Teamper keeps it so past requests stay accurate. Deactivate it instead of deleting it.

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FAQs

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What are company request types?

They are reusable request forms that define the request name, optional description, required fields, and approval steps for a company request workflow.

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How does an admin deactivate a request type?

Open Request Types and turn off the Active switch, or open the form and change the status to Inactive before saving.

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What happens when a request type has already been used?

You can still view and edit it, but you cannot delete it once Teamper has existing requests that depend on it.

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Related articles

• Submit and manage company requests
• Company request inbox and email notifications