Request Tracker


Request Tracker
 






Submit a Request on Behalf of a User

Who can use this feature?

Engage_-_System_Admin.png Engage_-_Slash.png Engage_-_Owner.png Engage_-_Slash.png Engage_-_Publisher.png Engage_-_Slash.png Engage_-_Author.png

 

Overview

This article will show you how to submit a new Request on behalf of a user.

Instructions

  1. Navigate to Modules > Content > Request Tracker
    modules_content_request-tracker_.jpg
  2. Click Submit Request
    CE_RequestTracker_Submit.png
  3. Select a User
    CE_RequestTracker_SelectUser.png
    • Search: Search and select an existing user
    • Create a New User: Create a new user
      • Note: If you create a new user, you must navigate to the User Administration module and unpublish and republish their account, after you submit the Request. If you do not take this action, your new user will not receive a Password Verification email from CivicPlus.
    • Submit Anonymously: Submit the request with no associated user
  4. Choose a Request Type; hover over a request type and click Select
    CE_RequestTracker_SelectRequestType.png
  5. Fill in Request fields
    CE_RequestTracker_RequestFields.png
    • Request Source: Choose Phone, Email, Staff, Walk-In, Other, or Online Form
    • Brief Description (required): Add a brief description of the problem
    • Problem Location
      • Address (required)Fill in Street Number and Name, Address Line 2 (if needed), City, State, Zip Code
      • Photograph: Click Browse to attach an image
        • Convert to PDF: Convert DOC, DOCX, XLS, XLSX, and/or TXT file types you to a PDF
    • Your Information
      • Name: Will auto-fill the user's name
      • Address Information: Fill in the user's address information (Street Number and Name, Address Line 2 (if needed), City, State, Zip Code)
      • Phone Number: Enter phone number
      • Fax Number: Enter fax number
      • Email Address: Will auto-fill the user's email address
      • Preferred Contact Method (required)Choose Email or Do Not Contact Me
  6. Click Submit
    CE_RequestTracker_SubmitRequest.png
    • Reset: Click Reset to re-fill in the fields
    • Cancel: Click Cancel to delete the request with no submittal history
  7. View your Request ID
    CE_RequestTracker_ViewRequestID.png



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