[How-to] Create General Requests Using the EZO Request Portal

Staff users can now create General Requests on their Request Portal’s homepage easily and quickly. They can submit a request for actions that don’t fit into predefined categories or system requests (such as check-in or transfer request) from the General Requests tab. 

This simplifies the process of request generation and makes it easier for the user to create any request, especially when the urgency is high. 

Benefits of General Requests

Here are some ways the General Request module in Request Portal can help improve your efficiency and request management:

1. Enhanced accessibility and flexibility

The navigation system for General Requests is designed to provide easy accessibility to users. They can access the general requests tab from the main menu on their Request Portal without having to search extensively. This way, they can place miscellaneous requests directly from the portal which makes the requesting process smooth, flexible and versatile.

2. Reduced delays and improved response time

The ability to create any type of request, such as maintenance or check-in requests, clears potential roadblocks in productivity. Users can create special requests without being held back by the generic requests already available in the system. 

Additionally, with all requests routed to a centralized request management center with inline actions, admins can respond faster to requests.

3. Increased transparency and tracking

Once a user has created a general request, they can track its status from their Request Portal. This enables requesters to stay updated with the progress of their request and follow up with the admin(s) if needed. Any comments or updates are also updated automatically to avoid confusion. 

Also, logging all events that take place in response to a general request improves admin ability to track and account for actions taken to cater to general requests. This enables admins to respond to a general request in accordingly.

4. Timely alerts 

Admins and staff users can receive real-time updates about the request if they enable the General Request Alerts. They can receive email alerts at the time of request generation, denial, approval, and/or if a comment is added to know the exact status of a request. 

Now, let’s walk you through the process of creating a General Request using your EZO Request Portal:

1. Creating a General Request 

2. Taking Actions on a Request

3. Setting Alerts for General Requests

Email alerts can be sent out for general requests. You can choose which email alerts you would like to enable. The following table explains which email alert is received by an admin and a requester. 

Enable the alerts by going to the navigation bar → More → Alerts → My Alerts → General Requests. 

This way, you will never miss out on a general request and stay updated on its current status. 

4. Creating a General Request Menu Card

Following these simple steps, you can easily create a general request in no time.

5. Custom Fields for General Requests

You can set up custom fields for your General Requests to capture accurate data. Go to the Main Menu Bar > Customize > Custom Fields > General Requests. Create the required Custom fields:

The custom fields will be visible in the General Requests form as shown below: