Create Help Desk Request

If you want to create a help desk request, start at the My Help page.

Figure shows My Help page highlighting the Create Request button.

To create the request, click the Create Request button.

Note:

If your organization is using both internal requests and HR requests, the button will show as a drop down in which case you select the appropriate type of request. The following figure shows the drop down.

The create request button shown as a drop down list. The choices are Internal and HR.
Figure shows the New Help Desk Request page.

Enter the necessary information on the New Help Desk Request page and click Save.

Once you've saved the request, it shows up on the My Help page at the top of list of your requests.

The following table shows you how each field is used.

Field

Details

Subject

Enter a clear and concise subject for your request. This field is required.

Severity

Choose the severity level of the request. These are usually Low, Medium, or High. The default is set by your administrator, but you can change it.

Category

If you created this request from the Create Request button on a Knowledge Article, this will already be populated with the same category that was on that article.

Otherwise, choose a category that related to your request. In this example, the request is about an expense reimbursement, so we've chosen the Expense Reports category.

Product Group

Choose a product group for your request. This is another attribute used to determine the type of request.

Primary Point of Contact

This defaults to the person that entered the request.

You can change this by entering a different name.

Installed Base Asset

If your company is using Service Logistics Maintenance, you can choose which asset this request relates to.

Detailed Description

Enter the details about your request.

Drag and Drop and URL

You can attach relevant files to the request using drag and drop, add files (using the plus icon), or add a URL.