Raise New Request
The user can view all the service requests defined by the System/ Bank administrator on this screen. These service requests are grouped under ProductA product is created based on the bank's business requirements and has certain typical parameters that describe its attributes or characteristics. Every product is defined under Product Class and Product Group. For example, a product 'Fixed rate home loan' is defined under product group 'Home Loan' and product class 'Loans'. and Request Category so that the user can easily locate and raise a service request according to their requirement. A free search is also provided on the screen that enables the user to search for a specific service request on the basis of the service request name.
Using this screen the users can raise a new service request by inputting the data in the fields (fields chosen by the System/ Bank administrator while creating Service Request Definition).
Pre-Requisites
- Transaction access is provided to the Retail User.
Features Supported In Application
The module supports the following features:
How to reach here:
Dashboard > Service Request Widget > Raise New Request
OR
Dashboard > Toggle menu > Service Request > Raise New Request
Raise New Request - Summary
To raise a service request:
- The initial (summary) page of the service request appears.
Field Name |
Description |
---|---|
Search Criteria |
|
Search By Request Name |
Enter a service request name to search for the required service request. |
List of Products |
All the products against which a service request can be raised are listed down on the left hand side of the screen. Click on a specific product/ module to view the service requests related to that module. |
List of Categories |
The list of categories under a selected product are displayed on selection of a product/ module. Click on a specific category to view the service requests related to that category. |
- Click the specific Product from the module list on the left side of the screen to view the service request categories related to that module.
- Click the Category Name to view the service requests listed under that category.
- Click the Service Request link to view the details of that service request. The Service Request screen appears.
- OR
In the Search By Request Name, enter the appropriate service request name. The specified service request form appears.
OR
Click to navigate to the previous screen.
Schedule an Appointment for Branch Visit
Using this screen the user can schedule a branch visit by selecting the branch name, date and time of visit and purpose of visit.
To schedule the branch visit:
- In the Raise New Request – Summary screen, click the Branch Visit tab. The Raise New Request – Branch Visit screen appears.
Raise New Request – Branch Visit
- Click against the Appointment header. The Schedule Branch Visit screen to schedule the branch appointment links appear.
Schedule Branch Visit
Field Name |
Description |
---|---|
Select Branch Name |
Select the name of the branch from the list that the user wants to visit. |
Select Date |
Select the date on which the user wants to schedule the branch visit. |
Enter Time of Visit |
The time on which the user wants to schedule the branch visit. |
Purpose of Visit |
Select the purpose of branch visit from the list. |
Additional Comments |
Additional comments regarding the branch visit, if any. |
- From the Select Branch Name list, select the appropriate branch that you want to visit.
- From the Select Date list, select an appropriate date from date picker.
- In the Enter Time of Visit field, enter the time on which you want to visit the branch.
- From the Purpose of Visit list, select the purpose of branch visit.
- In the Additional Comments field, enter the additional comments, if any.
- Click
OR
Click to navigate to the previous screen.
.
- The Schedule Branch Visit – Review screen appears. Verify the details and click
Click to make changes if any. The user is directed to the Schedule Branch Visit screen with values in editable form. OR Click Cancel to cancel the transaction.
OR
- The success message appears along with the transaction reference number.
Click to go to the Dashboard screen.
Service Request Form
This page is displayed once the user selects a service request record from the previous summary page. This screen enables the user to initiate a service request by entering the data in the fields that are defined by the bank administrator in the Service Request Form Builder screen.
To create a service request:
- Enter the required details.
- Click
OR
Click to navigate back to the Service Request Summary screen.
. - The Review screen appears. Verify the details and click
OR
Click to make changes if any.
The user is directed to the Service Request screen with values in editable form.
OR
Click to cancel the transaction.
. - The success message appears.
Click Back to Dashboard to go to the Dashboard screen.