Service Request Setup
To create and process a service request, organizations must set up:
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Permission lists, user profiles, and roles.
See documentation PeopleTools: Security Administration
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Service request business units.
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A service request business unit for specific users in the Define User Preferences, Maintenance Management page.
See Application Fundamentals: User Preferences - Maintenance Management Page.
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SMTP (Single Mail Transfer Protocol) settings.
See documentation PeopleTools: System and Server Administration, Setting Application Server Domain Parameters
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Service request statuses. (Set Up Financials/Supply Chain, Product Related, Maintenance Management, Setup, Service Request Status)
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Problem, Cause, and Resolution (PCR) data (optional).
This includes problem, cause, and resolution definitions and problem groups.
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A problem tree, which is the source for much of the default data in a service request.
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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.