Requests
Use this topic for review customer service requests.
Before you start
- Use the correct company and an active account with permission for this workflow.
Where to go
Workspace → Requests
Audience
Business owners and service managers.
Permissions
- Only business owners and authorized service managers may manage this view.
Actions
- Assign request
- Use Assign request to support review customer service requests.
- Update request
- Use Update request to support review customer service requests.
Statuses
- New
- The record is currently new.
- In progress
- The record is currently in progress.
- Completed
- The record is currently completed.
- Cancelled
- The record is currently cancelled.
Workflow
- Open Requests.
- Review the record and its current status.
- Choose Assign request 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 request cannot be assigned
- Confirm the assignee is active and eligible for the service