To create a new service request, the registered user clicks the Create Request button on the Request List screen.
While guest users are directed to the Service Request entry screen upon login where they can create a new request. In the process of creating a new service request, a guest user can also be registered as an EAM user for future access to the Service Request Portal.
The Create Request screen includes the following sections and corresponding fields:
Location Details section
|
Field |
Description |
|---|---|
|
Campus |
The general location of the incident or issue. |
|
Building |
The building where the incident occurred or the issue is located. |
|
Floor |
The specific floor within the building. |
|
Room/Unit |
The specific room or location on the floor of the incident or issue. |
The values for campus, building, and floor and room/unit are defaulted from the contact
information record of the logged-on user.
A new organization option SREQDISP (Service Request Equipment Display) has been created to support the Service Request Portal. The value options for this parameter are ALL, or ASSOCIATED. With this setting, registered users can select the values for campus, building, floor and room/unit from all equipment values, or users can be limited to those values set on their contact information record.
Request Details section
|
Field |
Description |
|---|---|
|
Request Date |
The date the service request is/was entered (system date). |
|
Service Category |
The service category for the request. Service categories are included in the drop-down if the Service Request Portal check box is selected on the Service Category screen. |
|
Service Code |
The service code for the request. Service codes are included in the drop-down if the Service Request Portal check box is selected on the Service Code screen. |
|
Attached Documents |
This check box indicates documents have been attached to the service request. |
|
Request Details |
Any additional information to describe the incident or issue as observed by the user. |
Contact Details section
|
Fields/Button |
Description |
|---|---|
|
Name (First) |
The first name of the user. For registered users, this value defaults to the name defined on the user contact information record. |
|
Name (Last) |
The last name of the user. For registered users, this value defaults to the name defined on the user contact information record. |
|
|
The email address of the user. For registered users, this value defaults to the email address defined on the user contact information record. |
|
Phone |
The phone number of the user. For registered users, this value defaults to the phone number defined on the user contact information record. |
|
Request Registration |
This check box allows guest users to request registration.
|
|
Upload Documents |
Attaches documents to the service request. If the user clicks the Upload Documents button in insert mode, the service request record is saved first, and then in update mode, the Documents pop-up window displays a grid of documents attached to the service request. |
|
Submit |
Submits the service request for processing. Registered users are navigated to the Request List screen. Guest users are logged out of the Service Request Portal upon submitting a service request. |
|
Submit and Add Another |
Submits the current service request for processing and remains on the Create Request entry screen to enter another service request. If the user is a guest and did not register with their initial submission, the values populated in the contact details section are retained in the system. |