TABLE OF CONTENTS




What is the Requests functionality?


Requests or Request Information is a Voyager functionality, released in July 2022, that allows you to send emails from the portal, to ask your stakeholders for documents, updates or other information, whether they are Voyagers users or not.


The emails are from Voyager Portal (same as the workflow-tasks notifications).


How does it work?


The feature has its own tab: Requests, that appears within the Voyage page.


Responsible parties will receive a Voyager email with a URL (a link) to fulfill, submit and send the requested info.


Responsible parties who do not have a Voyager account, or permissions, will only be able to submit the information via the URL, but will not have access to the portal.


Requests tab


The Requests tab is located within the individual voyage page.

Under this tab you will be able to:

  • Send emails using the Request Info button

  • Monitor the Received and Sent requests, with details of Source, Task, Responsible, Status, and Deadline.




Request info also has shortcuts under:


  • Schedule tab



  • Documents tab




Request Information


When sending a request, you will be prompted to fill the following details:

  1. Request Type (schedule update, document, other)

  2. Responsible (email)

  3. Request Title (subject)

  4. Optionally, you can add:

    1. Viewers (email)

    2. Description (email body)

    3. Deadline (based on selectable events)




The URL message


The email sent will contain a link, or URL, that will display as shown in the image.




Once the form is filled, or the documents uploaded, the responsible just needs to click on Submit, and the information will be sent back to Voyager.

The voyager owner will see a Status indicating the progress of each request:

  • Unviewed

  • Viewed

  • In Progress

  • Completed



Monitoring requests


You will be able to monitor all of your Sent and Received requests through the Tasks section - Requests tab.



The Dashboard view will also contain a card, indicating if you have Received requests that need to be addressed.




If you have any questions or feedback, please contact us at support@voyagerportal.com