Completing Forms in the Portal

Form

Forms can be built into your service desk portal to capture specific information to complete a request. The fields are customizable based on information needed to fulfill the request. Below is a sample form used to describe the fields that can be added to a form, more field types are available.  

  

 

  1. Service Desk Department Name

  2. Service Desk category

  3. Form type

  4. Raise this request on behalf of is used to select the initiator of the request.

  5. An asterisk * indicates a required field.

    1. Drop-down fields are used to choose from a list.

    2. Fields can be used to populate stored information and as matching information is typed into the field such student ID or name, the stored information appears to be selected.

    3. Calendar icons can be used to enter dates.

  6. Optional fields can be used to enter other information.

  7. The Send button when selected creates a ticket number and sends the form as a new request to the service desk.

If an entry is invalid, a message appears before the ticket is created indicating a correction is needed.

If a mistake is made on the form, the reporter submitting the form or the assignee can make a change by clicking the Edit button.

Once the form is created, it becomes an issue or ticket and is assigned a number. Select the number to work on the issue.

  • In the Viewing Form section, detail from the completed form can be viewed.

  • The form can be downloaded as a pdf by selecting the ellipses then choosing a download format. 

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