End User - My Requests

Return to End User -Self Service Portal

Overview

The My Requests page features all Requests logged by the current End User. End Users will be able to view the status and details of their request.

This page features the Request Listing pane and the Request Preview Pane for the selected request. The Request Preview pane contains the Details Tab, Properties tab, Document Tab, and if applicable, a Custom Fields tab.

Request Listing

In Requests List this features all Requests submitted by the current user.

Column/Field Sort

Users can sort by the following fields:

• Ref #
• Title
• Time Logged
• Priority
• Status
• Agent
• Wait State
• Job Type

Request View and Field Label Customization

Note that it is possible to customize the End User’s request view using the Portal Designer.

Alternate labels can also be given to Service Request field names by the ServicePRO administrator, via the Portal Designer.

Request Search and Header Options

Users can use the list headers to sort their request listing and the filter option to filter the type of request shown on list.

Users can also choose to Search for specific requests in the search bar of the Request Listing pane. Service requests can be viewed in detail mode by clicking on the ref # hyperlink.

Refresh

End Users will be able to refresh the Request Listing using the Refresh icon in the upper left, reloading any changes that have been made since.

Filter

End Users can also choose to filter requests with the drop-down menu as shown below. From this menu, Users can sort by whether it is a Service or Purchase Request, and the status of the request, as shown below.

‘Service Request’ and ‘All Open’ filter criteria will be selected by default.

Request Preview Pane

From the Request Preview Pane, users can choose to perform a variety of actions, including view Request Details, view a timeline of memos and messages associated with the request, and search the activity stream using criteria such as Activity Type or Author name.

The option to export the request to PDF is also available by selecting the PDF icon to the left of the Activity Stream search bar

In addition, Users can browse the Request Properties tab, view attached Documents, and check on Custom Fields (if applicable).

Request Header Bar

Memo

In the Memo Tab, Users can use this area to provide a complete description of the problem, details of the work carried out by Support Reps, and specifics about the problem resolution

Attach File

Users can attach and upload files to the request by clicking on the + button beside "Attached File(s)". Attached documents and files will be available for viewing from the Documents Tab at the top of the Preview Pane.

Reminder

In this tab, Reminders can be accompanied by a Memo. Reminders will be displayed in a notification in ServicePRO at the designated time.

Request Properties

In the Properties tab, users can view and edit the following fields listed. Fields may not be visible if an Administrator has disabled it with the Portal Designer.

• Folder – The location of the Service Request in the system
• Folder Type – The Type of Service Request (i.e. Service Request, Purchase Request)
• Title – The Request title
• Category – The Category for the request
• Due By – The Due Date; ASAP or a designated date and time
• Urgency – The Urgency set by the End User submitting the request: Low, Medium, High or Critical
• Closed – Whether the request is closed or open; the circle here can be used to toggle the closed status on/off
• Asset – Any assets associated with this request may be entered here

Documents Tab

The documents tab will display associated Documents with the selected message’s Service Request. This pane features:

• Binders – Acts as folders for categorizing documents.
• Documents List – View all attached documents for the request. Includes information on filename, extension, date modified, and file size. Documents can be sorted by selecting the 3 lines icon on the top right of search list bar. Selecting the attached document hyperlink will also allow the user to open and save the document.

Custom Fields Tab

With Custom Fields, Users can customize ServicePRO to collect information to fulfill your company’s unique processes. This information is collected, recorded and organized into "Objects" in ServicePRO, including records for Companies, Categories, Service Requests, and Assets.

Custom Fields are used to customize ServicePRO to better suit your requirements, and can be added to any ServicePRO object.

These items will appear in their own tab, further separated into Details and Internal Tabs.