18.2 Service Request Definition - Search and View

The System/Bank Administrator can search and view Service Request using a search criteria.

To search and view an existing Service Request definition:

1. Navigate to one of the above paths.
   The Service Request Definition screen appears.
2. In the Request Name field, enter the name of the service request.
   OR

   In the Request Description field, enter the description of the service request.

   OR

   From the Product Name list, select the name of the product.

   OR

   From the Request Type list, select the type of request.

   Figure 18-2 Service Request - Search

   
   

   
   Description of "Figure 18-2 Service Request - Search"

   
   

   Table 18-1 Field Description

   Field Name	Description
   Search Criteria
   Request Name	The name of the service request that is to be searched.
   Request Description	The description of the service request.
   Product Name	The name of the product for which service request is to be searched.
   Request Type	The administrator can select the type of service request to be displayed in the search result records. The options are: Complaint Feedback Query Request Lead Fraud
   Search Results
   Request Name	The name of the service request.
   Request Description	The description of the service request.
   Request Type	The type of service request.
   Product Name	The name of the product.
   Activation Status	The link to activate or de-activate the service request. The statuses are: Active Inactive
   Copy	The administrator can create a new Service Request Definition by copying of the service request.
   Recently Added Service Request
   Request Name	The name of the service request that is added recently.
   Created On	Date on which the service request is created.

3. Click Search.
   The Service Request Definition screen with search results appears based on the searched criteria.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Clear to clear the search parameters.

4. Click the Request Name of the record for which you want to view the details.
   The Service Request Form Builder - View screen appears.

   OR

   In the Recently Added Service Request section click the Service Request that you want to view.

   Figure 18-3 Service Request Form Builder - View

   
   

   
   Description of "Figure 18-3 Service Request Form Builder - View"

   
   

   Table 18-2 Field Description

   Field Name	Description
   Request Parameters
   Request Name	The name of the service request.
   Request Description	The description of the service request.
   Product Name	The name of the product for which service request is applicable.
   Request Category Name	The service request category name that appears on the business user's screen.
   Request Type	The type of service request.
   Applicable Status	The statuses that are applicable for the service request.
   Severity	The severity of the service request.
   Activation Status	The option to activate or deactivate the service request. The statuses are: Active Inactive
   Build Your Form This section displays all the fields available in the form builder for the selected Service Request definition
   Text Box
   Type Label Name	The label name of the field. This field is mandatory if the user selects Text box.
   Type Hint Text	The hint text to explain the field.
   Field Length - Min Value-Max Value	The field length of the text box for the text to be entered.
   Allowed Characters	Characters that should be allowed in the text box as input. The options are: Alphabets Numbers Alphanumeric Alphanumeric with space Alphanumeric with special characters
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field which is defined as mandatory field.
   Radio Button
   Type Label Name	The label name of the field.
   Type Value 1	The first option of the radio button field.
   Type Value 2	The second option of the radio button field.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field which is defined as mandatory field.
   Check Box - Multiple Choice
   Type Value	The label name of the multiple-choice field.
   Type Value 1	The first option of the multiple-choice field.
   Type Value 2	The second option of the multiple-choice field.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   Drop List
   Type Value	The label name of the drop-down list field.
   Combo Box for Drop - down values	The combo box to enter the options of the drop-down list.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   File Upload
   Type Label Name	The label name of the field, against which the user has to upload the file.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   Multi Select
   Type Value	The label name of the multi select field.
   Combo Box for Drop - down values	The combo box to enter the options of the multi select field.
   Validations	The validation to define whether the field is mandatory or optional.
   Error Message	The error message to be displayed to the business user if he does not enter data in the field that is defined as mandatory field.
   Predefined Elements	The fields that are already defined and are commonly used, can be added directly in the business user form. Value for these fields gets auto populated, administrator can only define the label name, validations and error message for the same. Following predefined elements are defined in this option: Account Number: Text box to enter the account number of the user. This field populates all active accounts for the customer who is raising that Service Request when displayed on the Service request form. Account Number & Debit Card: Drop-down to select the account number and debit card. This field populates all active accounts and debit cards (for the selected account) for the customer who is raising that Service Request when displayed on the Service request form. Gender: Drop-down to select the gender of the user. Salutation: Drop-down to select the salutation of the user Date: Date picker to select the date Country And States: Drop-down to select the country and state of the user
   Page Elements	The page elements consists of text that needs to be displayed to the business user. The page elements are: Confirmation Message: confirmation message that is to be displayed to the business user after submission of the request.
   Information Box	This field displays the information header, text and icon uploaded by administrator that should be available to the retail user in information panel section while raising this service request.

5. Click Edit to edit the service request.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen

   Note:

   The above mentioned fields appear in the Build Your Form section depending upon the on type of field you have selected to build the service request definition.