Follow these steps to create a new request: input details, specify requirements, and ensure accurate tracking for efficient resolution.
Access Requests:
Open the "Work" list from the sidebar menu and select "Requests".
Create New Request:
Click on "New" to begin creating a new request.
Enter Details:
Provide essential details such as the request name, description, link it to an asset, and set a due date.
Set Priority:
Under request name, choose the priority level for your request.
Add Attachments:
If you have any relevant images or documents, upload them under the "Documents" section.
Save Draft (Optional):
If you need to add more information later, click "Save As Draft" to save your progress and return to it when ready.
Submit Request:
Once all necessary information is complete, click "Submit" to finalize and submit your request.
