Requesters can provide information regarding the request using the more details field. This field now automatically carries over to the work order upon approval.
Tag
Management
Staff with no permissions can create service requests and view own requests
This change provides a new level of staff role to enable staff to have very limited work order access, but still be able to submit service requests like an employee or tenant user.
Work Order Created page: Complete and Close button
Adding this button enables more efficient logging and evaluation of work that has been completed.
Staff Users Need Report Permissions to See Reports
Staff only have reports available if they have been given the report permission on their permissions profile.
Configuring Common Requests
Clients can have a dropdown of common requests available to their requesters for the Nature of Request field.
Group Messaging: Filter to show user accounts
Staff and Client Administrators can see which contacts have user accounts and which are contacts only.
Projects: Increased Integration of Work Orders for Tasks
Previously, work orders were added to tasks from the action dropdown of the task list. Now, work orders can be added while creating a task.
Multi-Department Projects
For clients using departments, a client administrator or global staff user can create a global project that has tasks in different departments. Department staff will see a global project in their project list only if the project has a task in their department. Department staff can edit the task and create and view work orders for the task.
Exporting Calendar Events
Requesters and staff users can export Calendar events to Outlook or other formats.
Setting departments for the service request form
Departments need to be set whenever an existing user group is assigned to an additional property.