Portal Overview for Requesters

Accessing Your Portal

1. Select the project for which you need to make requests.
   • If you have access to only one portal within the project, selecting the project will take you directly to the portal.
   • If you have access to multiple portals, a dropdown menu will appear, allowing you to choose the appropriate portal.
   • If you also have resource access, you will access your portal by first selecting the project, then navigating to Advance Types and Portals -> Portals. From there, select the portal you wish to make requests in. 

Portal Overview

Messages & Key Contacts

• At the top of the portal, you will find a Messages section. The content of these messages varies by project, as project leadership and resource owners can customize messages for portal users.
• Below the messages, you may see a Key Contacts section where project leadership may request details, such as your on-site point of contact.

Intake Form (If Applicable)

• If an Intake Form is required, it will be located beneath the Key Contacts section.

Forms & Resource Requests

• Below the Intake Form is the Resources Available for Request section. Here you will find forms for you to complete and resources available to request.

Submitting a Resource Request

1. Click on the desired resource to open its request page.
2. At the top of the page, you will see resource-specific instructions.
3. Click "New Request" to begin.
4. Depending on the resource, you will:
   • Select the items you need.
   • Answer the form questions requested by the resource owner.
5. Click "Next" to review your information.
6. If everything is correct, click "Submit for Approval."
7. If you need to make changes:
   • Open the request and click "Revert to Draft."
   • Select "Edit this Request."
   • Make your changes and resubmit for approval.

Viewing Your Requests

• Any submitted resource requests will appear in the requests List at the bottom of the resource page. There are two sections, a summary of all the requests for the resource and a requests tab containing all requests for the resource. 

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Need Help?

If you're experiencing technical issues, email amp@c3presents.com with a summary of your issue.