Quick Request Template Designer

Overview:

 

The Quick Request Template designer allows you to create service request templates with pre-defined settings.  Quick requests templates can be used for commonly used request types and allow you to input workflow settings for quicker handling of requests.

 

For example, if incoming sales calls is being logged, a quick request template can be used with a predefined settings such as queue (sales queue), priority (critical) and request type (sales).

 

 

 

 

 

1.  Ribbon Toolbar

 

Recurrence – Use this option to schedule a quick request to launch on a specified date and time for a repetitive task or event.

 

 

2.  Quick Request Properties

 

 

This section will allow you to add or modify properties of this quick request template.

 

 

3.  Notifications

 

 

This section allows you to design a notification when this quick request template is used in logging a new request.

 

 

Creating a Quick Request Template

 

In order to create a quick request template, perform the following:

1.  Click the “Add New” option of Quick Request Templates on the HelpSTAR Customization tab.  The following screen will appear:

 

 

2.  Enter the “Name” for the quick request template.

 

3.  In the “Objective” section, enter information as to the quick request objectives.

 

4.  In the status section, select the status this template should assume upon creation.  Options are:

 

 

 

 

5.  In the “General Information” section, enter in the following information to appear on your template:

 

 

 

 

 

 

6.  In the “Importance” section, select the internal priority and requester priority you would like this template to default to.

 

 

 

7.  In the “Scheduling” section, state the following:

 

 

 

8.  Forward To – move this request to the appropriate destination.  A request can be moved to any of the following:

 

 

 

 

9.  In the Memo section, enter the following:

 

 

 

 

10.  Click on the Save button when the template is complete.

 

11.  On the Template Listing page, press the refresh button, and your project should show up under the Listing under the status you assigned to the template.

 

12.  When selecting “Manage Existing Templates” on the HelpSTAR Customization tab, this project will appear in the “In Draft” section.

 

 

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See Also:

Manage Existing Quick Request Templates

Logging a New Quick Request

Project Template Designer

New Service Request

Recurrence