Creating a Request
To create a request,
- Tap the + icon on the top-right corner of the screen. The following page appears.
- Enter the following details:
| Parameter | Description |
|---|---|
| Fill From Template | You can find the templates for common requests. Select a template and it will automatically fill the whole request form. You can check if all the details are good or you can change them to match your needs. Else, you can choose to create the request manually. For more details on template creation, refer to the link Request Templates. |
| Transition Model | Select the transition model based on which the status of the request will change automatically when the set condition is met. For example, If a Request model is set as From Status: Open to InProgress and Assignee Condition as Adam. So when the Request with Open Status is assigned to Adam its status will automatically change to InProgress. |
| Requester | Type the name of the person who is creating the request. By default, system takes your name as the requester. You can also create a request on behalf of another requester. For example: If you are signed-in with name Jerry, you can create a request from another name i.e. Mary. Once a request is created, you can view its creator from the Audit Trail tab of the Request Details page. |
| Cc Emails | Type the email address of other people who should get notifications about the request. |
| Subject | Type the subject of the request. A subject should be short self-descriptive text to understand the request. Once the subject is entered, based on the keywords a list of Suggested Knowledge appears on the right-hand side. This displays a list of articles that may help you in resolving your request before creating. |
| Description | Type the detailed description about the request. The description should contains sufficient details about the nature of the request and what do you expect from a technician. |
| Company | Select the company to associate with the request. This field is available only if the Managed Services Provider feature is enabled. |
| Impact | Select what is the impact of the request. You can leave it blank. System will assign the default value: ‘low’. |
| Status | If it is a new request, keep the status as ‘Open’. If the request is a back-date entry, you can choose other values. |
| Department | Select the department if you want to assign the request to a specific department. It is optional. |
| Urgency | Select the urgency of the request. You can leave it blank. System will assign the default value: ‘low’. |
| Technician Group | Select the technician group for the request. |
| Assignee | Select the assignee if you want to assign the request to a specific person. It is optional. |
| Vendor | Select the vendor from the dropdown list. |
| Location | Select the location if you can find the location from the dropdown menu. It is optional. |
| Tags | You can add tags if you want. It will help you in identifying the similar requests. It is optional. |
| Attachment | Attach the relevant files that will help technician in resolving the ticket. |
- Once done, click Create, and the confirmation message appears along with the ticket ID. Also, an email is sent to you acknowledging the request. A request starts with a prefix ‘INC’. For example: INC – 1.
note
A requester can create a request on behalf of the other requester also.
Create Request from Email
System gives the option to set up an email as the Helpdesk email address. Technicians can send an email to create a Request.
You can create a request without logging into the system. When a Technician creates a Request using an email, the email subject becomes the Request Subject, email body becomes the Request Description, and any attachments become the Request attachment.
Once the request is created, you can tap on it from the request list, and view its detail page to perform further actions over it.