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Create a Service Request

Eptura Knowledge Center

Create a Service Request

A new service request can be submitted by Workplace Administrators and Business Unit Representatives to lodge space requests with the Corporate Real Estate team. The ability to submit a service request removed the need to manage shared mailboxes to handle the requests.
  1. From left-menu click Service Requests. The Manage Service Requests screen displays.
  2. Click the + Service Request button. The Create Service Request screen displays.

create_service_request.png

Complete the following:

Details

Field Description
Your Name field The field displays your name. If this request is for someone else then check the This request is for some else checkbox and in the people field, enter the person's name.
Team Name field

If you are assigned to a team then the form will automatically populate with your team's name or if this field is blank then enter the name of the team.

Cost Center drop-down

If you have a cost center assigned then the form will automatically populate with your cost center or if this field is blank then select the cost center.

Requirements

Field Description

Reason for Request drop-down

Select the reason.

Summary field Enter a brief summary of the request.
Description field Enter the description of the request.

Move Information

From the Move Information heading, click the Addicon_add.pngicon. The Select a Move Type dialog displays. You can add one or many move requests.

select_move_type.png

Select either:

  • Large Move - Select this move type for a large move. Only requires the number of people moving, their current location and destination.
  • Small Move - Select this move type for a small move. Used to provide details of people involved in the move, as well as their individual current and future locations.

Large Move

large_move.png

Complete the following:

Field Description
People spin box Enter or select the number of people.
From location drop-down Enter or select your current location.
From external location drop-down Enter the external location.
To location drop-down Enter or select the to location.
To external location drop-down Enter the external location.

Click the Tick icon_tick.png icon to complete the Move Request. 

If needed you can either:

  • add another Move Request, click the Add icon_add.png icon.
  • edit the Move Request, click the Pencil icon_pencil.pngicon.
  • delete the Move Request, click the Trash icon_trash.pngicon.
  • to delete the large move, click the x icon and the large move is removed from the service request.

Small Move

small_move.png

Complete the following:

Field Description
Person Name field Enter the name of the person, as you type the results display and then you can select the person.
Current Location drop-down Enter or select your current location.
Current Workpoint/Team If the person has a workpoint/team assigned then this will display in the field.
To Location drop-down Enter or select the to location.
To Workpoint/Team If you know the workpoint/team the person is moving to then enter in the workpoint or team name.
Add Another Person check box Check the Add Another Person check box to keep adding more people.

Click the Add button. If you have added multiple people via the Add Another Person check box and now have finished then click the Close button.

If needed you can either:

  • add another person, click the icon_add.pngAdd another person.
  • edit the person's name, click the Pencil icon_pencil.pngicon.
  • delete the person, click the Trash icon_trash.pngicon.
  • to delete the small move, click the Trash icon_trash.pngicon in the top-right corner. The warning message displays Are you sure you want to delete all small moves in this service request". Click the OK button. The small move is removed from the service request.

Questions

Field Description
Required By calendar picker Select the date.

Attachments

  1. In the Attachments heading, click the Addicon_add.png icon. The Edit attachments dialog displays.

2. Complete the following:

a. Either drop the file on the dialog or click the Click to Upload button to attach the file.

b. Wait unit the attachment displays in the dialog. If required, you can click the delete link to remove the attachment.

3. Click the x icon to close the Edit Attachments dialog.

Users require the secured action General - Can Upload Files to upload attachments. 

If you require access, then contact your System Administrator. For information on how to add secured actions to a role, refer to Manage User Roles.

Create

  • When you have completed the service request, click the Create Service Request button.

Learn more about how to modify the form in Create Service Request Form Configuration.

 
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