The My Requests module is where administrators receive, track, and respond to work or service requests submitted by community residents. This article gives you an orientation to every section of the module before you dive in.
Getting There
- Log in to your site with an administrator account.
- Click Administer Site in the top navigation bar.
- In the left-hand menu, click My Requests.
The Navigation Tabs
Once inside My Requests, you will see several tabs across the top. Which tabs appear depends on your account permission level.
Requests
This is the main workspace. It lists all service requests that have been submitted, with tools to filter, sort, and open individual records.
Categories
Available to administrators with full admin rights only. This is where you create and manage the request type categories that residents choose from when submitting a request.
Settings
Available to administrators with full admin rights only. Controls access level, form text, optional form fields, and email notification behavior.
Reports
Shows a summary table of request counts broken down by category and status. Available to all admin-level users.
Export
Downloads all requests to a CSV file that you can open in Microsoft Excel. Available to all admin-level users.
Note: The Categories and Settings tabs are only visible to administrators with full admin rights. Board members and read-only administrators will see the Requests, Reports, and Export tabs.