Configure the Request Type

Request types are used to help organize and categorize requests in a help desk or customer service system. They are used to quickly identify and route incoming requests, allowing for a more efficient workflow. To configure the request type do the following:

 

1. Under the  Configuration  menu, click  Types.

The page of request types opens. To create a new type, click Create.

Enter the name and the code of the type at top of the form.

In the Category tab select the category by clicking the Add line buttom. 

You can change the category of request during request processing. To be able to do this, you need to select several categories for the current request type. In the Write Control tab, you will be able to set conditions that must be for changing the category.

5. If certain services are used for this type of request, you can select them from the  Services tab. Click Add a line and choose one of the services from the menu. More information about services you can read in the instruction to the Generic Request Service module. You can select the types of resources that will be used in these services. More information about services you can read in the instructions to the Generic Request (Resource) and Generic Resource modules.

6. On the Settings tab, you can specify additional information:

• Starting stage for request of this type (this menu will be available after you configure stages and routes of request).                                                                                             

                                                                                                                              

• Choose resource types. Select the Resource is required check box to make resource field required on requests of this type.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               

• Select tag categories.

• Choose the sequence of name generating.

• Set the default priority for this type of requests.

• It is possible to change a background color and a label color by clicking the names of this options. A colors palette opens to choose the color. After the color is selected, click outside the palette to close it.

7. To attach the related documents, open the request and click on Documents.

 

8. Click Create.

9. In the opened form select Document Type.

10. Select the Document in the drop-down menu.

11. On the  Write control tab, you can choose conditions for changing the request text, changing assigned persons, changing category and changing deadline of the request. These conditions should be satisfied before making specified changes. Read more info about this in the instruction to the Generic Request (Conditions) module.

12. On the Help, Instruction and Note tabs, provide all necessary information on this request type.

13. On the Fields tab, you can set up additional fields to fill in when creating request. More information about additional fields you can read in the instruction to the Generic Request Field module.

14. To configure the Service Level Agreement rules, click SLA Rules on the request type form. Also, set up additional options on the SLA tab. More information about the Service Level Agreement you can read in the instruction to the Generic Request SLA module.

15. Click Save on the left above the form.

16. Configure all required request types by repeating steps 1-11 of this section.

Note! For the correct functioning of the request type, do not forget to set up stages and configure routes of request type.