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Submit Workflow-Based Request

Purpose​

This guide explains how to submit a new Workflow-based Request in PLEX, such as for ID & Permission Changes or Equipment requests.

(If you have already submitted a request and want to check on its approval process, please see the Check Request Status guide instead).

Prerequisites​

  • You must be logged into PLEX.

Steps​

  1. Go to plexonline.com and log in to your account.

  2. Press Ctrl + M to search for "based" in PLEX.

    Step 1 - Menu Search

  3. Choose "Workflow-based Request" in the menu search results.

    Step 2 - Menu Search Results

  4. On the Workflow-based Request screen, click the Add button to start a new request.

    Step 3 - Add New Request

  5. Select the appropriate Request Type from the dropdown (e.g., "01 IT Request(ID&Permission Change&Equipment)"), fill out all required form fields detailing your request, and click Add to route it for Manager approval.

    Step 4 - Fill Out Request Form

What's Next?​

Once submitted, your request will automatically route to the required approvers (such as your Department Manager). You can return to the Workflow-based Request screen at any time to monitor its progress.

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