Creating a New Request on Behalf of a Resident

Administrators can create service requests on behalf of residents — for example, when a resident calls in by phone or submits a request outside the system.

How to Create a New Request

1. Navigate to Administer Site > My Requests.
2. Click New Request (top right of the page).
3. Fill in all required fields in the form:
   • Address — Search for and select the resident's account. Type a name, address, or unit number to find the account.
   • Name — The contact name for this request. Required.
   • Email — The contact email address. Required.
   • Phone Number — The contact phone number. Required.
   • Type of Request — Select the category that best describes the request. Required. Only visible categories appear in the list.
   • Priority — Select Low, Medium, or High. Shown only if Priority is enabled in Settings.
   • Req. Completion Date — Select a target completion date using the date picker. Shown only if Due Date is enabled in Settings.
   • Status — Select the initial status for the request. Required.
   • Description — Enter a description of the issue. Required.
4. Click Save to submit the request.

What Happens After Saving

After the request is saved, the system returns you to the requests list. If admin email alerts are enabled in Settings, the system automatically sends a notification email to the configured address (or to the category-specific email address, if one is set). The resident also receives an email confirmation.