Enter a Request

1.     From the Tasks Window click on New > Request

2.     Fill in the Request Form with details provided by the requestor

3.     Optionally, assign an Organisation Unit  by selecting from the ‘Organisation Unit’ drop-list or use the one from the ‘Action Response’ Standard Action in step 4

4.     Optionally, use an ‘Action Response’ Standard Action to create an Action for the Request, by selecting one from the picklist. The Organisation Unit from the Standard Action is then used for the Request’s Organisation Unit. You can do this at any time on an existing Request, by selecting an ‘Action Response’ Standard Action then clicking the Ellipsis Button on the right of the picklist.

5.     If there are directions on where to go to attend to the Request, put them into the Location field

6.     Click on the Send Email Task to email the Request to the Organisation Unit assigned

7.     Click Save