How to configure a Requisition Process

Updated 5 days ago by Prompt Support

Permissions Required: Prompt Admin

To configure your Requisitions go to Admin -> Manage Organisations and select Edit at the name of your organisation and go to the Requisition Process tab. 

Here, simply change the Enable Requisitions slider to on.

Requisitions enable a greater control in which documents are added in your organisation. When enabled every time a new document is added or an existing document is checked-out, the approval of a user with the Requisition Approval permission will be required.

There are two options of requisitions processes that can be enabled:

  • Single Process: All requisitions share the same form, and will require the approval of a user with the Requisition Approver role.
  • Clinical/Non-Clinical Process: When requesting a new document, users must choose if they are requesting a Clinical Document or a Non-Clinical Document. Each type has a different form and requires a different approver, Clinical requests must be evaluated by a Clinical Approver and Non-Clinical requests by a Non-Clinical Approver.
It is possible to have more than one user with a Requisition Approver role (Single, Clinical and Non-Clinical) in an organisation. See the article How to manage user permissions for further information.

To enable the Single Request Process, select the Single Request option. Once enabled you will see indicated the required Requisition Approver for this process, and be able to set up the Single Request Form.

To enable the Clinical/Non-Clinical Process, select the Clinical/Non-Clinical option. Once enabled you will see indicated the required Clinical and Non-Clinical Approvers for this process, and be able to set up the Clinical and Non-Clinical Request Forms.

It is possible to add Document Tags during a clinical document requisition.  Adding Document Tags at the requisition stage is only expressing the intention of tagging the document with the selected tags. During the document creation the tags may change or be updated therefore the actual tagging is done at document completion.

If it's required to demonstrate this intention while requesting a document, these options may be enabled or disabled in the Document Tags tab in the requisition process management page.

Form builder instructions

To add a new question, select the element you wish to add and drag it to the form.

The element will be added between the existing elements in the form.

Select the three lines icon at the left to reorder questions in the form.

To Remove an unwanted question, use the trash can icon.

You can mark a question as Mandatory by enabling the Required slider.  When enabled this question must to be answered before submitting the form.

  • Section: A group of questions. A form may have multiple sections.
  • Single Line: A question requiring an answer in a single line.
  • Text Area: A question requiring an answer using short text with multiple lines.
  • Date: A question requiring a date as an answer

  • Radio: Provides multiple choices but only one choice can be chosen. 

To add new options in a radio question, select Add Option. 

To delete an option select the Trash can icon to the right side of the unwanted option.

  • Checklist: A series of multiple boxes where more than one box may be checked in each checklist component. If mandatory, at least one box must be checked.

To add new options in a checklist, select Add Option. 

To delete an option select the Trash can icon to the right side of the unwanted option.

  • Notes: Used to add additional text.  

Example Form:


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