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Workplace Services / Service
Desk /Service Desk Manager
Building Operations / On Demand Work /Service Desk Manager
Space Planning & Management / Space Inventory & Performance / Service Desk Manager
Space Planning & Management / Personnel & Occupancy / Service Desk Manager
Creating and Editing Request Types
To create, modify, and delete select one of the following tasks:
- Workplace Services/Service Desk/Service Desk Manager/Manage Request Types
- Space Planning & Management / Space Inventory & Performance / Service Desk Manager /Manage Request Types
- Space Planning & Management / Personnel & Occupancy / Service Desk Manager / Manage Request Types
- The system lists the currently defined
request types. Select a request type, and the system presents a tab for editing its current properties.
- To
create a new request type, click on the Add Request Type button, and enter its properties.
- Building Operations/On Demand Work/Service Desk Manager/Manage Maintenance Request
- The system presents the
Service Desk- Maintenance
request type for editing.
Request Type Properties
In
the top panel, you can enter basic parameter of the request type, such as:
- name and a description
- whether or not a
questionnaire is included.
- a security group for whom
this Request Type is available. If this field is not completed, the request type is available to all security groups.
Note: You can make a request type available to only one security group; you cannot enter multiple security groups.
In the
lower panel you can specify which panels or fields display to
the user when the user if completing requests of this type.
- Location: If requests of this type will be related to a location, such as a maintenance requests, you will want these fields to display so that the requestor can enter the location requiring work.
- Equipment: If the request could pertain to equipment, you will want the requestor to specify this by completing equipment fields. For a request type such as copy service, you will not need the user to complete equipment information, and these fields can be hidden.
- Documents: Choose this option if you want the requestor to have the possibility to upload additional documents with requests of this type.
- Date and Time Required: Choose this option if you want to allow the requestor to specify a specific date and time by which the service is needed.
Next
Click
the Save button to confirm your settings.
If you select to include a questionnaire and you are not defining a Service Desk-Maintenance
request, you will move to the Questionnaires tab. See Including a Questionnaire for a Request Type.
See Also
Understanding Request Types