Module guide

Field Requests

Submit, approve, fulfill, and audit governed field requests for samples, devices, literature, and promotional materials.

2026-07-20Commercial operations/orders

Runtime availability

Available in the customer workspace with organization-scoped queues and approvals.

Who uses this module

representativesmanagersadministrators

What users can do

  • Create and track field requests with HCP and product context.
  • Review approval posture, delivered items, and monthly throughput.
  • Use one queue for submission, approval, fulfillment, and audit.

Access and approval limits

  • Requests stay pinned to the selected organization and fail closed outside granted scope.
  • Approval is governed and not bypassed by field users.
  • Product and HCP context comes from visible directory and catalog data only.

Key workflows

These workflows describe how the visible customer workspace is intended to be used.

Submit a governed request

Create the request with the right HCP and product context before it enters approval.

  1. 1Open Field Requests in the active organization.
  2. 2Complete the request with the visible HCP and product details.
  3. 3Submit and monitor the approval and fulfillment queue.

Core concepts

Governed field request

A single request record carries what was requested, who requested it, and whether fulfillment was approved.

Reference

Covered screen

`/orders`

Troubleshooting

A request cannot move to fulfillment.

  • Confirm the approval state and whether the organization scope is correct.
  • Review the linked product and HCP records for missing context.

Escalate with the request ID, organization, and current queue state.

Connected modules

These areas usually carry the next action, source record, or downstream evidence.

Field Requests | FieldOrchestrator