Page History

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1. An agent creates a category that will be storing specified Request Templates afterward. 
2. The agent creates a template that gets either New or Waiting for Approval state.
3. In order to be used by the end-users, a Waiting for Approval template has to be approved by a request_manager.
4. From now on, the field Table is available, and the agent can choose a table from the list to set fields for the end-users.
5. A Published template can be found on the service portal and is ready to be used by the end-users.
6. In case of need, the end-user finds this service request form, fills in the fields, and sends it.
7. The processing begins. Agents can divide the service request into request tasks, assign tasks to different employees, and change status.
8. When the service request is completed, it gets assigned the Closed status.

Create a Request Category

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This process allows users to create service requests and provides them with a flexible and simple form which helps creating specific requests that will meet users' needs.

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