Difficulty: starter
Content
Learning Objectives
After reading this article, you’ll be able to:
Create a request
Scan QR code to create a request for an asset
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: Select the correct choice in the “Concerns” field for example, Cleaning.
If the “Concern” 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/Concerns, fill in the property (floor/area).
Select or scan (optional) an asset.
Please select if you want to be informed about the request. If you leave the field empty you will be informed via email.
Press “Submit” to send the request.
Attaching documents
If needed, you can attach documents. This can be done by dragging and dropping or using the “Select files button.”
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.
You cannot find requests that you forgot to submit. Requests that are not submitted will be automatically deleted after a couple hours. So don’t forget to submit your request!
Create request for an asset using a QR code scanner
You can use any external QR code scanner to scan a QR code on an asset. Say the coffee machine is leaking water and you quickly want to report this. Simply scan the QR code, login into Workplace, and click the ‘Create request’ button!
By scanning the QR code, the asset will be linked automatically to the request.
Open you QR code scanner. In most case this will be the camera or Qr code scanner App on your phone
Scan the QR code you found on the Asset. An asset could be a coffee machine, laptop, tv, desk, etc.
A login screen now appears (this step is skipped when your automatically logged in via SSO). Login using your Workplace Management username and password.
The asset you just scanned now opens. Scroll down to the bottom of the page and click the ‘Create request’ button.
The steps that now follow are the same as described in the previous section “How to create a request?”
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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 Per default this the person that created the request.
1. Click on the hyperlink of the date to open the request.
2. Fill in the requested information in the comment box at the bottom of the screen.
3. Press the “Handle further” button to proceed, or click ‘Cancel’ if the request is no longer relevant.
4. After clicking ‘Handle further’ the request is again send to the Servicedesk.
Review a request
If the request you have created is handled, there 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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