Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Scroll Health Check: The link has been rewritten to its master page by check 'P16'.

...

To Delete just a singular RquestRequest, the User just needs to click the the Delete icon.

In Order to find Pending Requests more quickly, a User can utilize the search bar. The Pending Request search bar works slightly differently than other search bars within PCR-360 in that it will only match based on the Request's Title.

...

The Cart will only load four (4)  Pending Requests initially.  If more exist a User can load more with the below button, which is located underneath the last loaded Request.

Load More Requests button exampleImage Modified

When no more Requests are present to be loaded, the button will display a message for no more Requests in its place.

No More Requests message exampleImage Modified

Types of Pending Requests

...

At the bottom right corner of the Request, a summary of the Charges will be displayed.

Summary of Charges ExampleImage Modified

Title

A Request can be uniquely named and updated to help a User differentiate multiple Requests being worked on (such as setting up Orders for multiple different Users). To edit the title, click the Edit icon.

...

When Who Owns This is set to I Can't Find the picker becomes a free text field for the User to enter the Owner manually.

If the logged-in User is not a Coordinator the Owner field will be auto populated to that Users details.

If the logged-in User is a Coordinator the Owner field will be restricted to Departments that they coordinate if the Who Owns This dropdown is set to Department. If set to Contact, it is restricted to Contacts within the Departments that they coordinate.

Charge Account

The Charge Account is always aRequired field if the Service Catalog for the selected Service is "Billable".  The GLA picker is restricted by the ownerrestrictions are determined by a number of factors. If the logged-in User is not a coordinator, the GLA permissions will be the User's GLA permissions. The owner is restricted by the logged in user. If the logged in user User is not a coordinator , the user becomes the contact owner. Otherwise, the user has access to both the contact and department pickers. the Owner field will be restricted and the intersection between the Owner and User's GLA Permissions will be used. If there are no User GLA Permissions, the inherited GLA permissions of the Departments that they Coordinate will be used. 

CustomerCenter User GLA permissions chart exampleImage Modified


For more information on how the Department Hierarchy or a Contact's association affects GLA permissions, please see the Department Hierarchy and People page.

...

For new Services being Requested, the most common Service Changes are Add/Install. Other items are more common when a User desires an update to an existing Service.

For Services and Equipment that require a Location, a User has two options:

...

User-Defined Fields

Include Page
.UDFs in CustomerCenter v2020.3.
UDFs in CustomerCenter v2020.3

Association Criteria vs. Second Association Criteria

The Service Catalog is the criteria and it can be empty. The Service Desk Action Type is the Second Association criteria and it cannot be empty. The Second Association criteria will default to the "Add" action type.


Include Page
.Cart Requests v2020.3.
Cart Requests v2020.3


Child pages (Children Display)
sorttitle