Submit a request

Walk-through mode guides you through each step of submitting a request.

Note: Some districts use a single-form page to submit requests.

Important: Each district sets up its 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 Request page appears.
    • In the upper-right corner of any page, select New Request, and then choose the request type.

    Notes:

    • The New Request screen varies 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. Complete the following steps:
    • 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 or more 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 an asset's barcode, 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.
    Review and complete a request with walk-through mode.
  2. In the Asset field, type or scan the barcodes for any additional assets.
  3. Enter a Description.
  4. If any Suggested articles appear, click a link to open an article in a new tab.

    Note: Users with the Manage Knowledge Base Articles permission can edit the article.

  5. Upload any desired files.
  6. Complete all required fields, including required custom fields.
  7. Complete any remaining fields.
  8. Click Submit Request.