My Requests

Overview of the My Requests module's five tabs - Requests, Categories, Settings, Reports, and Export - and which admin roles can access each.

How to configure New Service Request and Update Alert emails, set To/BCC addresses, and understand what the alert emails contain.

Configure My Requests settings: access type, resident-facing intro and confirmation text, and optional Priority and Due Date form fields.

How administrators create a service request on behalf of a resident, including all form fields and what happens after saving.

Permanently delete a service request - including all its notes, attachments, and history - using the Delete button at the bottom of the request.

How to add, edit, hide, and delete request categories, and how to assign a category-specific notification email address.

Use the Reports tab for a status summary by category, or export all service requests to a CSV file for spreadsheet analysis.

Learn the three standard request statuses - New, In Progress, and Completed - and how to update or filter by status in the Requests module.

Navigate the Requests list to view all service requests, understand each column, filter by type and status, sort, and open a request.

View, edit, update the status of, and add notes or file attachments to an existing service request from its detail page.