Requests & Help Desk Feature Management is used to setup
and configure options that will be used by all Request Types.
Before creating Request Types you will want to create values
for the following:
- Request Priorities – create standard list of priority
values that will be used by all Request Types.
- Request Statuses – create standard list of status
values that will be used by all Request Types.
- Task Types – create task type values for each Feature
Component.
If you will be using Work Orders you must also setup the
following:
- Work Order Types – create at least one type for each
configuration you will need. Note
that multiple Request Types can use the same Work Order Type.
- Work Order Templates – these are optional. It is better to skip them until you are
more familiar with how Requests and Work Orders operate.
An Administrator user interface provides the ability to
enter new Requests, search for existing Requests, view Request details and edit
Requests. The Administrator user interface also allows you to assign Tasks to
Requests, attach documents to Requests, create Work Orders and much more. You can control access to Request Types by
making them Private and selecting Security Groups that may access them.
