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Requests and Help Desk Features in Detail
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Check Status of Request

The user can view the Status of their Requests at any time using the Request Status page.  This page allows the user to view all requests including both open and closed requests.  The user may view the details of each of their Requests.  When viewing the details of a Request, the user will be able to view all Questions (fields) and their corresponding Answers (values) configured as Solutions.  The user can view the attached notes history, enter new notes, attaché documents and other files, and search the Help Desk Knowledgebase.

 

  • The following is an example of the Request Status page.  You define the instructions that the user sees.  The instructions are defined in the Request and Help Desk Features Management page.

 

  • The user clicks the  button to display matching Requests as shown below:

  • The use clicks on the Retrieve  icon to open the Request in Request Details page as shown below:

  • The   icon is used to attach notes.  It opens a memo field for entering notes.  The user clicks  to save and submit their note.  Their note is then displayed in the Notes list.  An unlimited number of notes may be added.  When a note is saved, a Task is assigned to review the note and an email notification is sent to the specified administrative individual or group.  Notes provide a convenient method of documenting correspondence.

 


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