User Request History

 

Overview:

 

This function allows you to retrieve a history of all requests logged by a selected user.  From the user history you can view recent requests, reopen requests or check if a request has been logged for a particular user to avoid logging a duplicate request.

 

 

 

 

 

1. Define Criteria:

 

Define search criteria to obtain a listing of users which you wish to find.  Search by Name, Company, Organizational Unit, Telephone, etc.

 

 

 

2. User Listing

 

 

This section displays search results for the user being searched for.  Each user listed will display the name, telephone (if entered), extension (if entered) and fax number (if entered).

 

Viewing User Request History From a Request

 When invoked while opening or updating a request, the request history is retrieved for the user associated with the active request.

 

 

When invoked from the HelpSTAR home page, you can click the "Request" command in the ”History” group and select "User Request History" from a popup menu to display the "Find a Requester" window.

 

 

All requesters will be listed (unless there are more than 40 in your database, in which case you can perform a search).

 

 

Double-click on a specific user and you will be prompted for a date range. You have the option to view the requests for ’All Dates’ or for a specific date range (ie.’This Month’, ’This Week’, etc.) to narrow your search.

 

 

Select a date range or leave it at the default to view all requests logged by the user. Click "OK" and a list of requests associated with the user will be displayed.

 

You can double-click on the requests to view and update the request's details.

 

 

This window contains 4 different areas.

 

 

1. The Ribbon Toolbar

 

 

 

The ribbon toolbar will present several tabs with varying options to address requests in the User Request History window.

 

 

Request History View Tab

 

 

 

 

 

Preview Pane

 

This section allows you to specify how the User Request History List (grid) and the Request Detail should appear.

 

 

 

 

 

 

Default Setting

 

 

 

 

 

Request Tab

 

 

 

 

 

Insert

 

 

 

 

 

Change Property

 

 

 

 

 

 

 

Move To

 

 

 

 

 

 

 

Schedule

 

 

 

 

 

Set Importance

 

 

 

 

Edit Memo

 

 

 

Automatic Email Update

 

 

 

 

For more information please see Automatic Email Updates.

 

 

Communication

 

 

 

 

Recurrence

 

 

 

 

Lookup Tab

 

 

 

Properties

 

 

 

 

 

History

 

 

 

 

 

Search

 

 

 

 

 

 

 

Project Tab

 

 

 

 

 

 

 

 

2. Project Pane

 

 

If the selected request in the request listing is a member of a project, this project preview pane will appear.  Here you can view the project that this request is a part of.

 

 

 

3. Request History List

 

 

This section allows you to view all requests created by a specific user.

 

 

4. Request History Details

 

 

This section will allow you to view detailed information regarding the request selected in the Request History List.

 

This pane contains two tabs:

 

 

 

Note: An Attachments tab will also appear if Attachments have been made to a request.

 

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See Also:

User Contact History

Company Request History

Organizational Unit Request History