Submit a request

The step-by-step walk-through mode helps users create a request for submission.

Instead of walk-through mode, your district may have enabled the single-form page.

Important: Each district sets up their own Request Category hierarchy. Your categories may differ.

Step 1: Who is this request for, and what is this request about?

  1. Do one of the following: 
    • Select Requests > Submit Request, and then choose the request type. The New Help Desk Request page appears.
    • In the top-right corner of any page, select New Request, and then choose the request type.

    Notes:

    • The New Request screen will vary, depending on how your district has set up requests.

    • Some request types may use a single-form page instead of walk-through mode.

    New Help Desk Request page.
  2. Do the following:
    • Select who the request is for.

      Notes:

      • Your name is the default.
      • If you have the Can Submit Request on Behalf of Others permission, use the drop-down to select the user this request is for.
    • Click the category your request most closely aligns with.
    • Continue clicking the request category that most closely aligns with your issue until you get to the location page.
    Note: If you choose a Quick Request, the final review form appears. Skip to Step 4: Final Review.

Step 2: What is the location of this request?

  1. On the location page, do any of the following: 

    Notes:

    • This step does not appear if the requestor has a default building and space on their user profile page.
    • This page pre-populates a building and space from your request history. You can override the default selection.

    Submit Request step 2 select location page.

    1. Use the drop-down to select a Location.
    2. Use the drop-down to select a Space.
  2. Click Next.

Step 3: Do any Assets apply to this request?

Add a request step 3, assets.

  1. Do one of the following:
    • If any assets on the page apply, select the applicable ones.
    • To search for an asset, start typing the asset in the Select Additional Assets field. Select the asset from the list.
    • To scan the barcode of an asset, click Scan barcode..
  2. Click Next. The Request page shows all the details entered thus far.

Step 4: Final Review

  1. Review the request to ensure the correct information has been auto-entered in the fields.
  2. Complete any remaining fields.
  3. If any custom fields are displayed, such as Additionally Notify, fill in the information.
  4. In the Asset field, type or scan the asset's barcode.
  5. Click Submit Request.