Has anyone been able to add instructions for turning off Request Assistant if it's not needed?

[knaimoli]

We use Request for both travel and non travel related expenses, so not everyone needs the assistant. I know you can toggle it off and we tell people countless time how to do so. But it would be incredibly helpful if there was somewhere on the screen to add the instruction that's clear and not just a tool tip added somewhere. Has anyone been able to add guidance anywhere? 

[samasuraj]

Hi @knaimoli 

Topic: Has anyone been able to add instructions for turning off Request Assistant if it's not needed?

Please see the below. Hope this helps. 
——-  

SAP Concur Request – Adding Instructions for Request Assistant

If Request Assistant is optional for certain travel and non-travel requests, consider the following approaches:

1. Custom Instructions: Check whether your Request configuration supports instructional text on the relevant form.
2. Help Text: Add guidance to a suitable field, if configurable.
3. Request Types: Consider separate travel and non-travel request configurations, if supported.
4. User Guidance: Provide a short instruction with a screenshot showing how to disable Request Assistant.
5. SAP Concur Support: Confirm whether a prominent, administrator-configurable instruction banner is supported in your version.

For Non-Travel requests, please turn off Request Assistant, if it is not required before proceeding.

A dedicated instruction banner beside Request Assistant is not a confirmed Standard Configuration option.

SAP Concur Support can verify available customization options or accept an enhancement request.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[knaimoli]

We have a dedicated consultant from Concur that we meet with bi weekly and there has been no relevant or helpful solution to add to the tool for instructions.

• We would either need to add an unnecessary field to add a tool tip to that would still require the users to hover or click on something.
• Users are already submitting separate requests, but still require the guidance on how to turn off the function when not needed.
• We have guidance posted elsewhere on how to do this, but it's still not as helpful as if there could be clear instructions on the actual Request screen that says if you do not need the Assistant it can be toggled off. 

I was really looking to see how this is affecting other users if they are getting the same level of feedback from end-users about how not intuitive it is.