Create a New Request Type
For each type of service, a Request Type must be created. The Request Type defines, among other things, which form to use, how the cost is calculated, and how the billing is done.
NB! If there is no form that fits the service you are now creating, create a new Custom Form.
- Click Request Services in the navigation menu (on the left side), then Request Types.
- Press the Create New Request - related asset button at the top-right corner.
- Fill in the mandatory fields first, and click on Insert to save it.
- REQUEST TYPE NAME
- CORE
- FORM NAME (Note! The "Add New" link right below the FORM NAME field leads to a new page to create a new form. Unsaved content on the Edit Request Type page will disappear, so it is important to create a form that fits the Request Type in advance.)
- Fill in other relevant information and make necessary configurations. The following points are particularly important:
- PROJECT IS REQUIRED field: It is recommended to select Always.
- ALLOWED SERVICES field: This field appears after a Request Type has been created in step 3. You can set relevant Consumables (Offline Services) on the Manage Related Service page linked from this field. When this is used, the MILESTONES / ADDON CHARGES field must be something other than N/A.
- REQUEST RESERVATION INSTRUMENTS field: To link reservations of instruments with a Request, add the relevant instruments here.