This user guide outlines how to add and edit Service Request Types and Custom Fields from the Service Requests setup page.
Refer to the video below for a demonstration of the service requests setup page:
Service Requests: Setup Page Overview
Service Request Types
Service Request Types are the categories residents pick from when submitting a service request.
- To add a new service request type, select Add New.
- To edit a service request type, select the Edit icon beside the service request type.
- To remove a service request type, select the Delete icon beside the service request type.
New Service Request Type
1. Enter a name for the service request type.
2. Add tags to the service request type to assist with searching.
3. Enter a description of the service request type.
4. Determine if residents can create a service request for the service request type. If you select No, residents will only see the description field when they select the request type.
5. Next, determine if the service request type and subject line can be revised.
6. If applicable, assign the service request type to a specific team member.
7. Determine if payment is required for the service request type and if applicable, enter the amount.
Custom Field
If a service request type requires additional information from residents, you can create a custom field. This field will then appear on the service request form for the assigned service request type.
- To add a custom field, select Add New.
- To edit a custom field, select the Edit icon beside the field.
- To remove a custom field, select the Delete icon beside the field.
New Custom Field
1. Enter a label for the custom field.
2. Select the Service Request Type the field should be added to.
3. Enter a Tool Tips to clarify what information is required for the field.
4. Select the fields type and if applicable, enter the appropriate options.
5. Determine if the field is mandatory.
6. Determine the end user permission level for the custom field.
Additional Resources
- Service Requests: Setup
- Service Requests: How to Add/Edit Macros
- Service Requests: How to Add/Edit FAQ's & Knowledge Base
- Service Requests: How to Add/Edit SLA