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Requests and Help Desk Features in Detail
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The Request and Help Desk feature’s flexible design allows it to be configured for a wide variety of applications ranging from operating a Help Desk to managing Customer Requests for Quotations.  As a consequence of this, visitors can experience the feature in many different ways.  If you have set it up as a self service model, their experience may begin with a prompt to login or signup as a new user as shown below:

 

  • After clicking on a Request link, user is prompted to either login or signup as new user.

 

  • When signing up as a new user, they will be directed to a designated quick registration form like the one shown below:

 

 

 

  • Or the user may be taken directly to the Request Entry form. 

 

34.1.1 Request Entry Form

34.1.2 Optional Work Order Approval

34.1.3 Optional Payment Entry

34.1.4 Confirmation of Submittal

34.1.5 Automated Email Notification of Submittal

34.1.6 Check Status of Request

34.1.7 Search Request Knowledgebase

34.1.8 Optional Work Order Approval for Change Orders

34.1.9 Invoice for Billable Time



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