Service Request Customisation
A customised Service Request is a variation on an existing Service Request Type to create something new. For example, if a Building requires cleaning rather than raising it as a Maintenance request type, you might want to create a new Cleaning type built upon the fields from Service Request Maintenance. These customised type can be created from the existing Service Request Types such as Maintenance, Portering, Key, Equipment Booking, Hospitality or Taxi.
Navigate to Services > New Service Request.
Depending on whether the customised request is under a group or an item.
Either
Select the icon/name relating to the Customised Service Request
Or
Select the Group and then the Icon/Name of the Customised Service Request.
Once created the new record type is searchable.
To assign permissions to a user.
Navigate to Tools > Admin > User\Role Security
Click Roles link to add to an existing role.
or
Click Add a new Role from the Tasks panel.
Select the permission(s) from the Available Permissions.
Click Add.
Click Save.
Further detail on Assigning Permissions to Permission Roles and Assigning a Role to a User can be found under Managing Roles.
Navigate to Services > New Service Request.
Click on the group icon.
The new customised service request is now active.
Related Topics
Click the links below to navigate to the following related topics: