SmartRequest Settings

Configure global settings for request evaluation, scoring, and approval workflows.

General Settings

Default Threshold

Set the global score threshold:

• Slider: 0-100
• Requests above threshold → High priority
• Below threshold → Standard priority

Factor Priorities

Configure default factor weights:

Factor	Range	Default
Profitability	0-100	50
Legal Requirement	0-100	50
Revenue	0-100	50
Customer Satisfaction	0-100	50
Efficiency	0-100	50
Innovation	0-100	50

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These are defaults. Products can override with their own priorities.

Evaluation Settings

Configure AI evaluation:

• Max Questions - Limit AI questions (5-20)
• Question Timeout - Auto-skip after timeout
• Language Default - Default evaluation language

Approval Flow

Global Approval Chain

Set up default approval workflow:

1. Add Approvers
   • Click Add Approver
   • Select team member
   • Set approval order
2. Approval Order
   • Sequential (1 → 2 → 3)
   • Or parallel (all at once)
   • Configure per position
3. Auto-Assignment
   • Automatically assign based on rules
   • Product/module based routing
   • Load balancing options

Approval Rules

Rule	Description
Required All	All approvers must approve
Required Any	Any one approver sufficient
Required Majority	>50% must approve
Sequential	Must approve in order

Escalation

Configure escalation rules:

• Timeout - Days before escalation
• Escalation Path - Who gets escalated to
• Notifications - Email/Slack alerts

Notification Settings

Email Notifications

Event	Recipients
New Request	Approvers
Approval Needed	Assigned approver
Approved	Submitter
Rejected	Submitter
Status Change	Assignee

Slack Integration

When Slack is configured:

• Channel notifications
• Direct messages
• Approval buttons in Slack

Notification Preferences

Per-user settings:

• Enable/disable by event type
• Email frequency (immediate/digest)
• Quiet hours

Custom Fields Settings

Global Custom Fields

Fields available across all products:

1. Navigate to Custom Fields tab
2. Click Add Global Field
3. Configure field settings
4. Field appears in all products

Field Validation

Configure validation rules:

• Required - Must be filled
• Min/Max Length - Text limits
• Pattern - Regex validation
• Allowed Values - Restricted options

Scoring Configuration

Score Calculation

Formula for request scoring:

Score = Σ (Factor Weight × Factor Score) / Total Weights

Factor Configuration

For each factor, configure:

• Weight - Importance (0-100)
• Enabled - Include in scoring
• Questions - AI questions for this factor

Score Thresholds

Range	Classification	Action
80-100	Critical	Immediate attention
60-79	High	Prioritized review
40-59	Medium	Standard queue
0-39	Low	When available

Integration Settings

Smart PBI Integration

Configure PBI generation:

• Auto-suggest - Prompt for PBI generation
• Data Fields - Default fields to include
• Model - AI model for PBI generation

CaseWriter Integration

Configure test case generation:

• Auto-suggest - Prompt for test generation
• Test Types - Default test case types
• Model - AI model for test generation

External Integrations

Connect to external systems:

• Jira - Create Jira issues from requests
• Azure DevOps - Create work items
• Webhooks - Custom integrations

Advanced Settings

Request Retention

Configure data retention:

• Archive After - Days until auto-archive
• Delete After - Days until permanent deletion
• Export Before Delete - Auto-export option

Audit Logging

Track all actions:

• Request creation
• Status changes
• Approval actions
• Configuration changes

API Access

Configure API settings:

• Enable API - Allow API access
• Rate Limits - Request throttling
• API Keys - Manage access keys

Importing/Exporting Settings

Export Configuration

Save current settings:

1. Click Export Settings
2. Download JSON file
3. Store for backup

Import Configuration

Restore settings:

1. Click Import Settings
2. Select JSON file
3. Review changes
4. Apply configuration

Best Practices

Threshold Setting

• Start with 50 as baseline
• Adjust based on request volume
• Review quarterly

Approval Flow

• Keep chains short (2-3 approvers)
• Use escalation for delays
• Document approval criteria

Factor Weights

• Align with business priorities
• Review annually
• Consider product variations