Please note that your subscription plan determines the specific set of features available to you, which may result in differences between what you see and the images presented in this article. For further details on the features included in your plan, please contact your OfficeSpace Admin.
Before your employees can begin submitting requests, your management team needs to create their request types. Request types allow you categorize the types of requests that can be submitted and set the specific details that need to be provided for each type. After your organization’s request types are created, Request Managers can then subscribe to view and manage their desired request types. Request types are managed under the settings in Request Manager.
You must be a Request Manager, System Admin, Facility Admin, or Facility Manager to access Request Manager.
Creating Request Types
Editing Request Types
Deleting Request Types
Creating Request Types
To create a new request type, select New Type.
You will be directed to the New Request Type screen.
Enter the Name of your request type in the Details section.
Select the Site(s) where you would like to show this request type. By default, all sites will be selected.
Choose the Type. Public request types are available to requestors in Visual Directory®. Internal request types are only visible to admin users, when they create a request through Request Manager.
Choose a Due Date type for the request if needed.
Choose the request type Priority. The priority of a request type is only visible to Request Managers and users with elevated access.
Choose whether the request type is Location Specific. This means that the requestor must enter a location (e.g. a seat or room on the floor plan).
Mark the checkbox to show instructional text with the request form, if you wish to enable instructional text for the request type.
Select between the two options:
You can then enter the customized text for each site.
Mark the checkbox to enable feedback survey after closing a request.
Mark the checkbox to allow requests to be put on hold.
To set SLA targets for the request type, select the Enable SLA targets checkbox. Learn more about request SLAs in Managing Requests using SLAs.
Then select Create Request Type to save your new request type.
Editing Request Types
To edit a request type, select it from the list on the Request Type screen.
The Edit Request Types screen then opens. Using the fields, enter your desired changes.
Mark the checkbox to show instructional text with the request form, if you wish to enable instructional text for the request type.
Select between the two options:
You can then enter the customized text for each site.
Mark the checkbox to enable feedback survey after closing a request.
Mark the checkbox to allow requests to be put on hold.
To set SLA targets for the request type, select the Enable SLA targets checkbox. Learn more about request SLAs in Managing Requests using SLAs.
Then select Save Request Type to save your changes.
Deleting Request Types
To delete a request type, locate it from the list on the Request Type screen.
Then select Delete.
A confirmation pop-up will appear. If there are any active requests with the request type, you'll receive a warning that the active requests will be automatically closed. Select Delete Request Type to confirm the action.
