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Manage Service Request Queue

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The Service Request queue can be managed via:

Filter and/or Search

Show Filters

The default show filter is All and this displays all the service requests.

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Use the filter to show Service Requests Created by me

  • From the Show Filters, click the My Created button to display the service requests that you have created.

Use the filter to show Service Requests assigned to me

  • From the Show Filters, click the My Assigned button to display the service requests that are assigned to you. This will change the filter from All.

Use the filter to show Closed Service Requests

  • From the Show Filters, click the Closed button to display the closed service requests. This can be used with the Unassigned button, filtering for both.

Use the filter to show the Unassigned Service Requests

  • From the Show Filters, click the Unassigned button to display the unassigned service requests. This can be used with the Closed button, filtering for both.

Use the filter to show the Archived Service Requests

  • From the Show Filters, click the Archived button to display the archived service requests.

Advanced Filters

If you want to use the advanced filters, click the Filters clipboard_eafc9df994ddd8f7a21dd1da929a421ed.png icon.

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The following filters can be used:

  • Business - From the Org Unit selector, search or select an org unit.
  • From Location - From the From Location selector, search or select a location.
  • To Location - From the To Location selector, search or select a location.
  • Person - In the Person field, enter the name of a person.
  • Collaborator Type - From the  drop-down, select a collaborator type.
  • Status - From the drop-down, select a status.
  • Request Type - From the drop-down, select a service request type.
  • Planned Date - Using the calendar the picker, select a date 
  • Updated After - Using the calendar the picker, select a date.

To clear the filters, click the Clear button.

Tag Search

This allows you to search for service requests that have been tagged. For information on how to add a tag, refer to Update Service Request Type, Summary, Tags, or Priority.

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  1. Click the Tag field to edit.
  2. In the Tag field drop-down, select the name of a tag. The list of service requests is filtered by the tag.

To clear the tag search, from the drop-down select Select tag.

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  • In the Search field, enter your search criteria. As you type the search results display.

To clear the search, click the X icon.

Archive

You may want to keep a Service Request but remove it from the list.

  1. Select the row check box to the left of the row. Note: You can select the top check box to select all the rows OR to select multiple rows, use Ctrl key + click to select multiple rows. You can also select the first row, hold the Shift key and then select the last row which will select all rows between those two points.
  2. Click the Archive clipboard_e8fa9b9efbeba6c1f658d146a1a25ac0c.pngicon. The message displays "Do you want to archive selected service requests"?
  3. Click the OK button.

The Service Request is archived.

To view the archived Services Requests, click the Archived filter button.

Delete

You may want to delete old or out-of-date Service Request. 

  1. Select the row check box to the left of the row. Note: You can select the top check box to select all the rows OR to select multiple rows, use Ctrl key + click to select multiple rows. You can also select the first row, hold the Shift key and then select the last row which will select all rows between those two points.
  2. Click the Delete clipboard_e12bd16441451c92ec0af6f6f7d26e1ab.png icon.

The Service Request is deleted.