Requests

Under Requests, you can create, edit, or manage all your incident and service requests raised from different channels. To access it, go to Menu   and tap Requests.

 

 Filtering Requests 

To filter out requests in the list view,

  1. Tap the filter drop-down on the top-left.

  2. Select your request type: Incident requests, Service requests, or Both.

  3. Choose your preferred filter.

 

 

Search for Requests 

You can search for requests based on request ID, subject, or request name.

To search for requests,

  1. Tap Searchon the top-right. 

  2. Set the search filter by tapping Filter  and choose your preferred field.

  3. Use a relevant search term in the search box to fetch results.

 

 

Create a new request 

To create a new request,

  1. Tap Add Request.

  2. Choose a template classification: Incident Templates or Service Category.

  3. Select your preferred template.

  4. Fill out the Add request form.

  5. Finally, tap  .

 

 

You can perform various actions on your requests from the Request Details screen. To access it, tap your preferred request.

Reply to the technician 

To reply to a requester,

  1. Tap Reply.

  2. Add a reply message.

  3. Upload attachments (optional): Tap Add attachments, and choose your preferred upload type viz. File, Image, or Camera.

  4. Finally, tap Send.

 

 

Replies are added to Conversations

 

Add Notes 

To add notes to a requests

  1. Tap Add Note

  2. Select Mail to technician if you want the technician to be notified via email.

  3. Tap Click here to edit to open the editor.

  4. Add notes and tap to close the editor.

 

 

Notes will be added to Conversations.

 

Attachments 

You can also view attachments added to requests by tapping Attachments. The icon always appears with a badge showing the number of attachments.

 

 

 View properties, conversations, history, and resolution 

You can view properties, conversation, history, and resolution relating to your request by tapping Options, and choosing an appropriate option.