Requests: Preferences Setup – Net-Inspect

Navigation Path: Gear Icon > Company Setup > Requests Setup > Preferences

The Preferences page allows administrators to configure the available request types for their organization. This setup determines which request type options appear throughout the Requests module, including the create page, individual records, and the main requests list page.

You will need the Requests Admin role to access and modify this setup page. Additionally, your account must have a Requests module license to use this functionality. If you do not have a Requests license, please contact sales@net-inspect.com for licensing information.

All setup pages must be complete before you or your supplier can generate Requests records. This is to ensure all data is in place before a record is generated.

Overview

Request types define the categories of requests that can be created and managed within your organization. The system provides three pre-configured request types, but administrators can customize the display names, descriptions, and supplier access permissions to meet their organization's specific workflow requirements.

Types and Descriptions Table

The main table displays all configured request types with the following columns:

Type

System identifier for the request type. The three available options are:

Concession: Post-production request to ship nonconforming product
Deviation: Pre-production request to manufacture product which deviates from the original specification
Custom Type 1: Configurable request type for organization-specific needs

Preferred Name

Required when visible. The display name that appears throughout the Requests module. This customizable field allows organizations to use terminology that matches their internal processes. The preferred name displays:

On the create request page in the Request Type dropdown
On individual request records in the header information
On the main requests list page under the "Request Type" column

Description

Optional. Detailed explanation of when and how this request type should be used. This description appears in dropdown menus on both the create page and individual records to help users select the appropriate request type for their situation.

Supplier Can Initiate

Required. Controls whether supplier users can create requests of this type. Options are:

Yes: Suppliers can initiate requests of this type
No: Only customer users can create requests of this type (internal use only)

This setting provides flexibility in determining which request types suppliers can submit versus those reserved for internal customer use.

Managing Request Types

Editing Request Types

Click the pencil icon (✏️) in any row to modify the request type settings. All fields except the system Type identifier can be updated:

Change the Preferred Name to match your organization's terminology
Update or add descriptions to provide better user guidance
Modify supplier access permissions as needed

Removing Request Types

Click the trash icon (🗑️) to remove request types that are not needed. Removed request types:

No longer appear in dropdown selections
Do not affect existing requests that already use the removed type
Can be restored later if needed

Restoring Removed Request Types

To restore previously removed request types:

Check the "Show Removed" checkbox in the top-right corner
Locate the removed request type in the table
Click the yellow refresh button to restore the request type
The request type will become available again throughout the system

Impact on Existing Records

Preferred Name Changes: Immediately reflected throughout the system on all existing records
Description Updates: Updated in all dropdown menus for better user guidance
Supplier Access Changes: Affects future request creation but does not impact existing requests
Removed Types: Existing requests retain their type designation even if the type is removed from active use