Preferences

Use this topic for request service tags and set job filters.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Preferences

Audience

Business owners responsible for service eligibility.

Permissions

  • Only business owners may request service tags or change job filters.

Actions

Request service tag
Use Request service tag to support request service tags and set job filters.
Update job filters
Use Update job filters to support request service tags and set job filters.

Statuses

Pending
The record is currently pending.
Approved
The record is currently approved.
Rejected
The record is currently rejected.

Workflow

  1. Open Preferences.
  2. Review the record and its current status.
  3. Choose Request service tag and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

A requested tag is not available
Review its decision status and correct any requested business evidence