Service Request Setup

To create and process a service request, organizations must set up:

  • Permission lists, user profiles, and roles.

    See documentation PeopleTools: Security Administration

  • Service request business units.

    See Understanding Service Request Business Units.

  • A service request business unit for specific users in the Define User Preferences, Maintenance Management page.

    See Application Fundamentals: User Preferences - Maintenance Management Page.

  • SMTP (Single Mail Transfer Protocol) settings.

    See documentation PeopleTools: System and Server Administration, Setting Application Server Domain Parameters

  • Service request statuses. (Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Service Request Status)

    See Understanding Service Request and Work Order Statuses.

  • Problem, Cause, and Resolution (PCR) data (optional).

    This includes problem, cause, and resolution definitions and problem groups.

  • A problem tree, which is the source for much of the default data in a service request.

  • Employees in PeopleSoft Maintenance Management or PeopleSoft HRMS and generate them as resources in PeopleSoft Maintenance Management.

See Understanding Problem Tree Setup for Use in Service Requests.