Difficulty: starter/ novice/ expert/ legend
Content
Learning Objectives
After reading this article, you’ll be able to:
Create a request
Handle a request
Review a request
What is a request?
If you make a request, you politely or formally ask someone to do something. Workplace Management can be used to register and handle requests. It allows for prioritizing and assigning requests automatically based on the problem type the requestor selects. It is possible to send emails during several steps of the process, for example when a request is handled or the handler needs more information.
How to create a request?
To create a request, use the “Request” button on your startBoard.
Fill in the request details and press the “Submit” button to finalize the request.
Select the problem type: for example, Cleaning.
If the problem type has sub levels: select the appropriate sub-level.
Enter the subject. For example, the toilets are dirty.
Enter a short description of the request.
Depending on settings/problem type, fill in the property (floor/area).
Please select if you want to be informed about the request. Standard, you will be notified.
Press “Submit” to send the request.
If needed, you can attach documents. This can be done by dragging and dropping or using the “Select files button.”
If you need an extra explanation about a box, you can hover over it for more details.
After submitting a request, you can find it back on your startBoard under the header “My open request.”
You can also search for your request using the “My request” button.
Need information
In some cases, the person who is handling the request needs more information to be able to handle the request. The request will have the status “Action requestor” and will be shown in the task overview of the requester. Click on the date to open it.
Fill in the requested information in the comment box at the bottom of the screen, and press the “Handle further” button to proceed.
Review a request
If the request you have created is handled, it will be a task on your startBoard to be reviewed. The request will have the status “Handled at this moment. Click on the date to open it.
You will see two new buttons under the details of your request:
Approve: to approve how the request is handled, and the request will be closed.
Reject: Enter the reason for rejection in the comment section at the bottom of the page and press reject. The request will be sent back to the person assigned to the request.
Summary
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