Manage Quick Request Templates

Overview:

This section will allow you to view and organize Quick Request Templates added in HelpSTAR.  Existing Quick Request Templates can be modified, published or deleted entirely.

1. Ribbon Toolbar

Quick Request

Quick Request Templates

• New: Create a new Quick Request Template.  For more information on adding a template, see Quick Request Template Designer.

• Edit: Modify the selected template in the Quick Request Template List pane.

• Change Status: Modify the current status of an existing template.

Options for this button will vary depending on the current status of the project selected.

• If the selected template is published, available options will be “Make as Draft” or “De-Activate”.

• If the selected template is a draft, available options will be “Publish” or “De-activate”.

• If the selected template has already been de-activated, available options will be “Make as Draft” to re-activate the temple or “Publish”.  An additional option will also appear to delete the template entirely.

Note: The options available in the toolbar can be accessed by right-clicking a template.

2. Quick Request Template List

This pane will list all templates that have been previously created.  In this pane, templates are organized in the following groups:

• Published: Templates that have been added in HelpSTAR and are available to be launched by Privileged users.

• In Draft: Templates that have been added in HelpSTAR but are not yet made Published.  Note these templates will not be available to Privileged users until they are Published.

• De-Activated: Templates that have been added in HelpSTAR and have been removed from Published or In Draft templates.

3. Quick Request Template Details

This pane will display information pertaining to the selected Quick Request Template.

• Name: The given name for the project template.

• Title: The title of the request that will be created

• Create Task: When will this request be created.

• Request Type: If you have selected a custom request type for this request it will be listed here. Otherwise your it will be Generic.

• Requester: This will be the name of the person creating the request.

• Status: Where this request will be forwarded to.

• Wait State: Indicates whether this request is to be scheduled, suspended, waiting for a response, or ready to be worked on.

• Urgency: The assigned request urgency from the requester.

• Priority: Requests priority as determined by the dispatcher.

• Due By: The date on which this request is to be completed.

• Category: The category this request is assign to for reporting purposes.

• Description: A brief description of this Quick Requests purpose.

For more information on the values for the above fields, see Quick Request Template Designer.

Back to top 

See Also:

Logging a Quick Request

Quick Request Template Designer

Project Template Designer