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Showing articles from Service Request Management tag

Information available in the Service Request details card

The card view provides a simple as well as quick view on the various properties of a Service Request in a simple card format. Following are the details that will be available in the card **1. Service Request ID** The auto generated ID of the Service Request. E.g. #SR0000213. Starting with **#** followed by **SR** a…

How to link assets to a service request?

Assets can be linked to an service request in two ways as explained below. **1. Create Service Request form** Assets can be linked to an service request even while raising service requests. Asset field will be available in the Create form using which the agents can link the respective asset to the Service Request. …

Overview of Service Requests Details page

## Structure of Details Page The information in the details page is structured as following **1. Request Details Card** **2. Tabs** **3. Related Information Section ** ## Service Request Card More details on the Service Request properties and the components in the Service Request card view is explained in this …

Sorting Service Requests

The service request listing page is built in with default Sort options which the agents can make use of. The Default Sort options available are. **Due By** This will sort the Service Requests based on the due date. **Last Replied - recent to oldest** This will sort the Service Requests based on the last reply on t…

How a requester can raise a service request?

There are multiple ways through which service requests can be raised within a Service Desk. Requesters can request for a service through any one of the channels below, **1. Through Self Service Portal** * Login to the Service Portal as a requester. * Navigate to **Service Catalog.** * Users can then browse the…

Viewing Request Details and Messages in a Service Request

The main tabs that will be available in the Service Request details page are, **1. Request Details** **2. Messages** **3. Tasks** **4. Assets** **5. Activity** ## Request Details * The** Catalog group** and **Catalog item** details will be displayed here. * The custom fields associated with the Catalog ite…

Service Requests: Card and Compact Views

The two main views available in the service request listing page are, 1. **Card View ** 2. **Compact View** Following are the service request details that will be available in the different views **1. Service request ID:** The auto generated ID of the service request. An service request ID will be in this form…

How to manage tasks for a service request?

## Tasks tab in service request details page Agents can add their checklist or task to-dos for the Service Request here. This will help them to keep track of the activities that need to be done for resolving the Service Request. * Navigate to service request **details page > tasks tab** * Click on **+Add Task *…

Understanding the Service Request Listing Page

The Service Requests Listing Page is a central hub that provides support agents and admins with a comprehensive view of all the service requests in Service Desk. In this article, we will explore the various components of the Listing Page and how they can be utilized to streamline support operations and enhance product…

Various actions within the Service Request Details Page

Below are the various actions that an agent can perform over a Service Request. ## [Reply][1] Once a Service Request is reported, agents can work on the Service Requests and reply to the requesters using the Reply modal. Agents can initiate conversations, communicate any updates or followup by replying to the reques…

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