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Service Request Form Configuration

Eptura Knowledge Center

Service Request Form Configuration

The following areas of the Service Request can be configured.

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This section contains a quick reference to the configuration, to help you find out where to complete the task. 

Service Request Type

Configuration Menu Quick Reference

The list of Service Request Types will determine how you can view, filter, and report on the service requests that are performed at your business. This is set up in the Service Request Type keyword set.

For more information, refer to Configure the Service Request Types.

Navigate to Admin Settings > System Config > General > Keywords.

The values are found in the Service Request Types keyword.

This keyword is used in the following procedures:

Service Request Status

Configuration Serraview Version & Menu Quick Reference

The Service Request Status displays in the vertical process bar and this is set up in the Service Request Status keyword set.

For more information, refer to Configure the Service Request Status.

Navigate to Admin Settings > System Config > General > Keywords.

The values are found in the Service Request Types keyword.

This keyword is used in the following procedures:

Default People

Configuration Menu Quick Reference

You can set up a list of people who are responsible for the service requests. Any combination of the options described below can be used to create as many default people and authorizers as required.

For more information, refer to Configure Service Request Default People and Authorizers.

  1. Navigate to Admin Settings > System Config > General > Service Requests.
  2. Click the Default People tab.

Action Templates

Configuration Menu Quick Reference

For each Service Request type, you can either edit an existing action template or add a new action template.

For more information, refer to Configure Service Request Action Templates.

  1. Navigate to Admin Settings > System Config > General > Service Requests.
  2. Click the Action Templates tab.

Contacts

Configuration Menu Quick Reference

In the Service Request, the Contacts area contains a list of contacts. This is set up in the Service Request Relationship Type keyword set and then is is mapped into the Associated People field.

For more information, refer to Configure Service Request Contacts.

Keywords

  1. Navigate to Admin Settings > System Config > General > Keywords.

Service Request Settings

  1. Navigate to Admin Settings > System Config > General > Service Requests.
  2. Click the Settings tab.

Default Costs

Configuration Menu Quick Reference

The default costs may be items such as IT, telecommunications, or cleaning costs. You can set up the default costs for the service requests.

For more information, refer to Configure Service Request Default Costs.

  1. Navigate to Admin Settings > System Config > General > Service Requests.
  2. Click the Default Costs tab.

This keyword is used in Update Cost Center and Costs.

Custom Fields

Configuration Menu Quick Reference

The Other Form Questions section displays the custom fields for the service request.

For more information on how to add custom fields, refer to Custom Fields.

Navigate to Admin Settings > System Config > Custom Fields.

Product Support Panel

Configuration Menu Quick Reference

Change the Support icon to link to your internal support ticketing system or to an internal support email address.

For more information, refer to Set up the Product Support link

Navigate to Admin Settings > System Config > General > General.